81 Crown Mountain Place, A-500,
The more you are able to understand and manage your wealth, the more prepared you are to pursue your goals and dreams. But managing your financial future is a complex process that involves careful consideration of your short- and long-term goals. Hourly consulting provides a great method to ensure that your chosen path becomes the focus of your financial strategy.
Hourly consulting services include specific financial problem-solving and consulting in areas that are somewhat different than the services offered through traditional, comprehensive financial planning. As evidenced by the range of the following services, there are many potential situations in which we can provide targeted services. The costs for hourly consulting are based upon an hourly rate, which is fully disclosed in a written engagement agreement.
You get essential financial guidance in those areas that are most important to you:
Many investors have assets in company retirement plans, as well as other financial services companies. We can provide you with a comprehensive view of your asset allocations to help you better plan your long-term goals.
Receive professional advice on a variety of topics, including succession planning, entity planning, retirement plan evaluation and cash flow management. We can provide advice for navigating these areas.
There are a variety of savings vehicles specifically tailored for education that can help you work toward your funding goals, including 529 plans, UTMA’s and Coverdell Education Savings Accounts. By starting a disciplined savings plan now, you will be in a position to address your child’s education needs in the future.
We can help beneficiaries set up estate accounts, determine date of death values and handle asset transfers on behalf of beneficiaries. When your family is meeting the challenges that accompany the loss of a loved one, we can relieve your stress by assisting with your family’s financial matters. Or if you have not completed your estate documents, we can help you brainstorm who you want to be your Executor or Healthcare Agent and Power of Attorney.
For many individuals, debt management has often been overlooked. After the recession, there are many people in need of budgeting and cash flow help. If debt management is of concern to you, let us help you work toward properly managing the liability side of your balance sheet.
Addressing specific concerns in a focused manner can clear the path for greater progress. We can help you implement a strategy for one or two core goals and track your progress, making necessary adjustments as needed.
Investors often find that they have incomplete cost basis records of the assets they own due to long-term buy and hold strategies, generational stock transfers, mergers, acquisitions or stock splits. As a result, arriving at an accurate cost can be difficult. We have access to a securities pricing database that can be used to track down historical prices of many individual securities on any given day throughout the past decades.
If you are contemplating making a major purchase for personal or investment reasons, we can help you analyze the details of the transaction and how the transaction may impact your long-term goals, based on various price and value change scenarios.
There is no assurance that the hourly consulting program will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Addressing all of your financial goals and objectives at once may seem intimidating or make them seem unattainable. Hourly consulting services can help you stay on track with a disciplined approach to your goals, as well as help you keep pace with changes in your personal circumstances and legislation that may affect your financial situation. Let’s get started today and design a program tailored for your unique situation and needs.
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