Hourly Consulting

Level I Hourly



If you are strictly looking for budgeting help or assistance with form completion, hourly consulting may be an excellent way to get the help you need and receive actionable steps to successfully navigate through the chaos or confusion of doing this yourself. A 1 hour complimentary consultation is available to help you determine which services are right for you. 

The budgeting program will help you to organize your bills, accounts, and debt, as well as your income & expenses. It will also help you function more effectively to reach your budgeting and debt free goals. Hours will vary based on your goals. The form completion assistance program is an effective way to have your documents completed with the assistance of a professional. Generally, paperwork assistance occurs within 1 hour. In order for you to complete these forms correctly phone calls to companies will also be made. Minimum rate is for 1 hour.

Assistance with these forms may include:

Retirement                  QDRO/Divorce               Social Security

Disability                      Life Insurance                Beneficiaries

Annuity Forms            More

This program is typically no more than a 2 hour consultation. If it looks like it will require more time, we will let you know in advance. No additional documents provided for either of these programs.

Level II Hourly



Advanced consulting is everything other than budgeting. This can include:

Investment analysis and research          401k Plan Specific advice          Retirement Account analysis

Insurance analysis          (Life Insurance, Long Term Care, Disability, Social Security)

Inheritances          More          

Documents depending on request.