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 $750.