Financial Planning, LLC
What’s your Next Step?
Budgeting and
Hourly Consultations
Budgeting / Cash Flow Analysis
Do you know where your money goes? Do you need help setting up a realistic spending plan you & your family can actually follow? This may be the single most important step to the structured savings you need to reach your goals. We’ll analyze where the money goes and talk about why it goes there. Then, working together and taking into account your life as it truly is, we’ll work on strategies to help you stay on budget & maintain control of your financial life. There’s no magic here. Budgets are hard work, but, once you have conquered this step, everything other financial goal is far more manageable.
Consultation
Do you want to bounce investment ideas off someone? Do you need a second opinion on a financial product someone is trying to sell you? Do you have some limited questions about your investments or planning, and you would like to ask a specialist who may know? Do you want to get answers to your questions, without getting a sales pitch?
Hourly consulting can be used for anything you need regarding investments & financial planning. Whether it is a question, or a research project, sometimes all you need is a hand, re-assurance, or new information, to put worries into perspective. And you don’t need to transfer your investments to get an answer to a question. There’s no catch - just straight forward - pay for the consultation you need, and nothing more.