Have a few specific financial questions? Need focused guidance to build momentum?  Hourly consulting is designed to deliver targeted, high-impact strategy without a long-term commitment.

 

Common hourly topics include:

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• Cash Flow Planning

• Financial Coaching

• Workplace Benefit Optimization

• Home Buying Guidance

• Tax Optimization

• Annual DIY Review

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​​​$250/hour​

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What’s Included:​

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2 Dedicated Planning Sessions:

• Session 1: Discovery & Alignment — Map your complete financial picture, personal goals, and income structure.

• Session 2: Strategy Delivery — A comprehensive walkthrough of your custom roadmap with clear, actionable next steps.

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Access to the RightCapital client portal - premier financial planning software to track your progress.

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Customized Action Plan:

• Executive Summary: Your complete financial landscape, simplified.

• Prioritized Action Checklist: A step-by-step, rank-ordered guide on what to execute first.

• Comprehensive Tax Analysis: Strategies to optimize your tax efficiency across diverse income streams.

• Financial Independence Projection: Clear forecasting to show you exactly when and how you achieve full financial autonomy.

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$649

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The Full Service Option

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Year 1:

• Build your fully customized, comprehensive financial plan over the course of 5 to 6 dedicated planning sessions. 

• Unlimited support and guidance through the implementation process.

 

Year 2 and beyond:

• Bi-annual financial reviews

• Monitor and fine-tune your plan as needed

• Unlimited emails and calls

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$189/month

​(1 year contract)

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