Start-the-Clock Hourly Advice


What you’ll receive:

This option is an open-ended meeting where clients have the opportunity to bring their documents and ask us various questions. We provide advice based upon their situations without doing any detailed analysis or report. They gain our expertise to answer questions like, “What employer benefits should I take advantage of?”

This option is not appropriate for a question like, “Can I retire now?” that requires detailed analysis. Actual meeting time is billed by the minute at our $280/hour rate.

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Numbers Talk:
Percentage of clients served in each level

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