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Real-time financial advising

Half Dome from North Dome, Yosemite National Park

I offer a 2 hour, single session, real time financial advising meeting to address the topics you wish to in the available time. This option is most effective for covering a few specific targeted questions. Because I won't know that much about your situation, all advice provided will be more high level and rely on general principles.

It does not include:

  • any time spent on my part outside the meeting

  • a summary of my recommendations with a list of action steps (you'll need to take notes)

  • a financial projection (using financial planning software) to determine the likelihood of success of your current path

  • any analysis or research on my part

  • any detailed investment planning

The fee for this service is $800.

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