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Financial Planning Consultation

Financial planning consultation is the term I use for a service designed for those who want ideas and perspective, but not a financial plan. Instead of receiving a written financial plan, you come away from our meeting(s) with the notes you've taken and can schedule more time with me on an as-needed basis.

Reason Clients Use This Service

  • Because you want to hear ideas on how to improve upon your current strategy from a CFP® professional, but do not want an actual financial plan.  
  • To receive a second opinion concerning advice from another financial adviser. For example, I can indicate if I see any red flags. 
  • As a starting point for working with a fee-only financial planner.  

This Service Might Not Be Right for You If

  • You are seeking a recommendation on a major life decision, such as when to retire.
  • You wish to receive numerical answer such as how much to buy of a specific investment.
  • You are not comfortable doing additional research on your own after our conversation.
  • You want a written document that you can refer to.                                                                                  


As an example, a 2 hour meeting will cost $550. This assumes 30 minutes of preparation time before the meeting and an hourly rate of $220. I will block-off at least 2 hours on my calendar for you, but you are welcome to end the meeting sooner.    

How to Get Started

Step 1: Schedule a Time to Talk 

Once you have reviewed this website and feel that you would like to work with me, please feel welcome to schedule a phone call with me by clicking Schedule a Phone Call .

Step 2: Initial Call 

We will have a brief discussion regarding your needs. If it appears a financial planning consultation will be valuable for you, we schedule a time to meet. If you and I believe a written plan makes more sense, we will follow the process described for my financial planning service.

Step 3: Confidential Questionnaire 

I will email you a link to a Confidential Questionnaire, which I will ask you to complete prior to our upcoming meeting. I may also ask you for copies of statements and other documents.


Step 4: Schedule and Attend our Meeting

I will send you a link to schedule the financial planning consultation. Payment is made at the end of the meeting.


Step 5: Follow-up as Needed

You can schedule more time with me if you wish.