Quoted in advance
This service is for you if don't want ongoing services but have a need that is too advanced for our One-Price Advice services.
1. Free 30-minute discussion and planning meeting to make sure I understand what you need advice on.
2. Get a quote for the financial planning project based on the estimated number of hours I will need to research and give a recommendation. I'll also give an estimated completion date.
3. Accept the Quote by signing an agreement.
4. I'll begin researching and working on your project. Time will be billed in 30-minute increments and client will be billed for any work completed, even in situations of early termination. If needed, I will contact you along the way for additional information and clarification.
5. Consultation Meeting will be held where I will present my recommendation.
6. You'll be billed for the total number of hours actually worked. I usually overestimate on the quote and my goal is to finish in less time than quoted in advance.
EXAMPLES OF CUSTOM CONSULTATIONS
Advanced Retirement Projection
Investment Property Analysis
Starting a Home-Based Business