Hourly Consulting & Planning Retainers
We’re available on an hourly or retainer basis to answer planning questions or focus on a limited-scope project.
A neutral third party can often see opportunities missed by those who are too close the situation or are emotionally invested in an issue. We’re available to partner with you in finding new solutions or help you view the issue from a different perspective. We can also work with clients on an hourly fee or retainer basis for limited-scope projects. We will discuss your project and provide a proposal for the time and expected cost involved to see it through to completion.
We also offer a complimentary Second Opinion Service to those with an existing investment and/or insurance portfolio. We’re happy to tell you if we feel you’re on the right track or otherwise suggest an alternate approach.