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Business Services and Hourly Consulting

Business Services

We provide business clients from startup to mature enterprises a suite of services designed to strengthen financial planning rigor and increase employee engagement.

  • Budgeting and Financial Modeling
  • Cash Flow Management
  • Develop or Analyze Financial Statements (Balance Sheet, P&L, Cash Flow)
  • Cost Savings Strategies
  • Financing Strategies
  • Employer Retirement Plan Evaluation
  • 529 College Plans As a Company Benefit
  • Succession or Exit Planning

*Project-based fee or hourly rate varies.

Hourly Consulting

The Hourly Consulting Program is a flexible and affordable option if you are seeking customized financial guidance delivered in a deliberate, goal-oriented manner. You get as much assistance as you need, when you need it, throughout your life.

Hourly consulting services include specific financial problem-solving and consulting in areas that are somewhat different than those performed through traditional, comprehensive financial planning.

We can provide a range of valuable, targeted services, which are billed at an hourly consulting rate that is fully disclosed in a written engagement agreement.

  • Budgeting
  • Debt Management
  • Investment Planning
  • Saving for College
  • Retirement Planning
  • Special Purchase Decisions
  • Risk Management
  • Navigating Life Changes

*Private wealth consulting services provided at $300 per hour.

401(k) Investment Advisory Services

As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here’s the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration. 

We can help you through our RPCP - Retirement Plan Consulting Program:

  • 401(k) Financial Advisor for employer-sponsored plans
  • Quarterly employee education
  • Identify plan fees and cost reduction opportunities
  • Market updates as needed