Pricing + Services

 
 

Financial consulting services starting at $125/hour.

Our Fiduciary Statement »

 

Education/college funding

$125/hour — Reduce the cost of college by maximizing free money that is available. Learn the most efficient way to pay for college. Calculate your Expected Family Contribution (EFC) to see what colleges and the government believes you can afford for tuition. Create a college funding strategy and apply for awarded money.

Estate planning

Variable hourly rate — Anticipating and arranging for the management and disposal of an estate ,while a person is alive, for the seamless transition of assets is extremely important. Don’t let the state plan it for you after death. You won’t like it!

Retirement planning

Variable hourly rate — Of the many paths to retirement, identifying which strategies align with your personal retirement goals are important. Some people retire early, other work into their later years, while some start an entirely new career. Start sooner than later.

Portfolio and asset management

Variable hourly rate — Assets are more than just numbers on a spreadsheet. Risk is a personal preference. Therefore, it is important that a person is able to meet his/her financial goals and while defending their portfolio against losses.

Debt reduction and management

$125/hour, or $100.00 per month for credit repair services — Proverbs 22:7 “The rich ruleth over the poor and borrower is slave to the lender.”

Take the first step toward financial freedom by eliminating debt, improve your credit score, and live in abundance.

Cash flow expense planning

Personal: $125/hour — Create effective projections using verified sources of income, a personal credit report, and list of fixed and variable expenses. Assign purpose your income through the creation of multiple savings and investment strategies. Create a plan to generate multiple streams of income and project a detailed future financial picture.

Business: $175/hour — Forecast future cash flows using the Statement of Income (Profit and Loss Statements), and Balance Sheet. There are several cash flow drivers that impact the profitability and cash flow of a business within any given industry. Identifying when, where, and how to make the appropriate adjustments to your business and improve the company’s overall fiscal health and increase profitability can be a challenge. In an ever changing environment, these services prepare a business for economic growth and sustainability in a downturn.

risk management

Personal: $125/hour — “Put On the Whole Armour”. Don’t build the castle before building a moat. Structure your assets, brand, and future to protect yourself financially.

Business: $175/hour — Get guidance on managing the risk of a your small business. Build a plan addressing common risk affecting your business.

Charitable giving

$125/hour —Donations made by companies to nonprofits supporting the arts, the environment, human services, and public benefits to foster more community involvement can be a difficult process. My network and expertise can help your company achieve it’s charitable giving goals.