Hourly Planning
Hourly planning is for those who want to go through topics with the advisor in real time over the course of one hour. We provide insights, feedback, and validation regarding financial decisions.
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If you want to book additional time after the first meeting, this can be done in 30- or 60-minute increments.
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Please note that we don’t provide detailed calculations or cash flow projections through hourly planning, as this requires more than one-hour.
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If an hour is what you’re looking for, below are the onboarding steps:
1
Send us a message via the Contact Us button to mention the topic(s) you’d like to discuss.
Message should include names and emails of meeting participants​, and your state of residence.
2
We’ll confirm whether we can help, and if so, send a client agreement via DocuSign.
This gets sent sequentially to the primary client, co-client (if applicable), and advisor.
3
An invoice is emailed through AdvicePay for the one-hour session.
AdvicePay is a secure payment processor for financial planning fees.
4
After the ACH payment is received via AdvicePay, a booking link is sent for you to schedule a meeting.
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​Optional Step: We’ll send a balance sheet template that you're welcome to fill-in and email back to us before the meeting.