Hourly rate financial management services


This may be a good fit if you’d like to have a limited scope discussion about specific financial issues, or if you’d like analysis of discrete concerns such as your current investment portfolio.

  1. Complimentary meeting / call / video call. Typically, about 30 minutes to start to understand your needs and determine if we are the best fit to help you.
  2. Evaluate the scope of your concerns and provide an estimate.
  3. Data gathering, analysis, planning and delivery of your requirements.
  4. Shake hands / bump fists / wave over the internet as you make your decisions armed with the best analysis possible.

Contact us for more information.

Hourly rate financial management services for military personnel and veterans.

Want to know more? Contact us or schedule a complimentary introductory call.