Hourly Advice Session
Have financial questions and want quick, professional answers?
Our One-Hour Session is a fast-paced opportunity to run through your questions with a Certified Financial Planner (CFP®) and get practical guidance on the spot.
This session is your direct line to expert insights without a long-term commitment.
here's what you can expect:
A focused session where you bring your financial questions and get clear, professional answers and guidance.
After the session, we’ll send you a summary of what we discussed, along with any recommendations and a list of helpful resources to keep you moving forward.
You can ask about anything from markets and investment options to tax planning, real estate, small business strategies, pensions, insurance, retirement, debt, and more.
This is perfect for you if...
INVESTMENT: $300/HR
You’re looking for general guidance, quick answers, or a second opinion without diving into a full financial plan.
Whether you’re just getting started, managing things on your own, or simply want help sorting through a few decisions, this is a flexible, pay-as-you-go way to access professional advice when you need it.
Frequently asked questions
What kinds of questions can I ask?
You can ask about anything from investment options and tax planning to real estate, debt strategies, retirement, or general market curiosities. Think of it as your “Ask Me Anything” session.
What should I do to prepare?
We’ll send you a short questionnaire to help us understand your priorities before the session. We’ll also invite you to upload any statements or background documents that could add helpful context. The goal is to come into the meeting prepared and ready to dive straight into your questions.
Can I book more than one session?
Absolutely. You can book additional sessions whenever you need a check-in. It’s a flexible, pay-as-you-go way to get ongoing advice without committing to a full planning process.
Who is this service best suited for?
This session is a good fit if you’re just getting started and want some guidance, or if you’re managing your own finances and looking for a second opinion. It’s designed to offer general direction rather than detailed analysis, so you can feel confident as you take your next steps.
Book your One-Hour Session today.
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