Personal Finance Consulting
By popular demand, I’m now offering personal financial consultation sessions on a limited basis.
How you benefit from an Personal Financial Consultation
- Gain confidence in your early retirement plans
- Make a Plan to Save More and Invest Better
- Make sure you’re on the right path
- Identify issues and hurdles early so you can solve them now
- Bounce ideas off someone who knows a ton about personal finances
- An opportunity to learn more about your finances.
Am I providing the secrets to an easy path to establish good personal finance habits?
Yes and no. You still have to do the hard work of spending less than you make, investing wisely, and optimizing your tax liability. Everything I know about personal finance I learned for free from online resources, books, and YouTube. I share what I know on this blog for free!
There aren’t any secrets. It’s just a matter of getting concise information from a chat with me to answer your specific questions and provide feedback.
Why do I charge a fee?
I work and have a family. But I get asked by lots of people to chat about early retirement and finances, and they want to pay me (which is very flattering!). Since my time is limited and very valuable (to me and my family!), the best way to ration my time is by charging a fee. Classic economic theory at work.
Getting the most value out of a consultation
The best conversations happen when you have data at hand. If you aren’t already tracking your investments, expenses, and income, then please start now. It doesn’t matter if you use pen and paper, a spreadsheet, or an online tool like Empower by Personal Capital (my preferred choice).
Packages
- Basic Consultation: One hour – $50
- In Depth Consultation: Two hours – $100
Roughly 75% of clients select the In Depth Consultation. I feel the In Depth package provides the best value for those who want to discuss multiple complex issues, and can be structured as two one hour sessions or as a single two hour session.
Next Steps
If you are interested in a consulting session with me, please fill out the form below and choose the package that best suits your needs. In the message, please let me know what you want to discuss so I can prepare accordingly.
Then I’ll send you payment instructions at Paypal.
After receiving payment we will schedule a mutually agreeable time.
Chat sessions will be conducted by video chat on Google Meet. At your option, we can do audio only chat on Google Meet or speak on the telephone.