Hourly Financial Planning Support

Project-based financial planning services charged by the hour. We offer personalized, comprehensive support to meet your short-term financial needs without requiring an ongoing engagement.

What’s Included

Second Opinions & Plan Reviews
Get an expert set of eyes on your current financial strategy. Whether you’ve received advice elsewhere or just want confirmation before taking action, we offer objective, experience-driven insights.

One-Time Financial Checkups
Perfect for reviewing specific areas like investments, taxes, insurance, equity comp, or estate planning. You’ll walk away with actionable recommendations and clear next steps.

Ask Me Anything (AMA) Sessions
Have a list of questions? We’ll tackle them together—whether it’s tax implications of RSUs, buying real estate, adjusting your portfolio, or optimizing cash flow.

Customized Analysis & Deliverables
From custom spreadsheets to scenario modeling and documentation review, we tailor your session to the exact support you need.

Who Should Consider This Service?

• Clients seeking a second opinion before executing a major decision
• Professionals with focused questions or time-sensitive financial needs
• DIY investors who want targeted expert validation
• Individuals who aren’t ready for full-service planning but want qualified guidance

Why It Matters

Not every financial challenge requires an annual engagement. Our hourly support gives you access to deep expertise exactly when you need it—without long-term commitments or unnecessary complexity.

Book a discovery call below to see if hourly support is the right fit for your situation.