Occasionally a client does not desire a full plan but instead requires input on a specific financial planning question or two. Custom projects can be arranged to meet your specific needs, such as:

• Getting started on a lifelong financial plan
  
• Education funding options
  
• Cash flow statement so you understand where your money is coming from and where it is going
  
• Net worth statement so that you know what you own and what you owe
  
• Review of insurance coverage: recommendations to assure appropriate risk management
  
• Social Security analysis
  
• Charitable donation planning, such as allocating donations between lifetime gifts and estate gifts
  
• Second opinion on a previous financial plan

Financial Consulting services are charged on an hourly basis.