Hourly Financial Advice
There are times when all you need is a few hours of financial planning advice. We offer clients hourly strategy meetings with no long term commitment or contracts required. What you receive is clear and unbiased professional guidance that puts your best interests first.
Wish you could have a professional and objective second opinion before making a financial life decision? Need a financial planner to help you problem solve? Wonder if an investment opportunity you’re interested in is too risky? Clients take advantage of our hourly fee advice for those situations as well as some of the following:
- Cash Flow advice
- Marriage, divorce, new baby, changing jobs, changing careers
- Starting a new business
- Taking a sabbatical
- Paying for or planning for college
- Independent investment portfolio review
- Tax planning advice
- Optimizing your savings strategy
- Debt consolidation/strategies for raising your credit score
- Getting the most out of your employer sponsored retirement plans
- Risk management analysis
- Asset protection strategies
- Financial coaching
Whether we are working with you on reaching a short-term financial goal or planning for your retirement, our philosophy remains the same - to consider both your money and your life.
Let Spiritus Financial Planning provide you the resources to enrich your world.
Get the advice you need. E-mail us or call us at .