Can I get a consultation on an hourly basis? I am not interested in an ongoing long-term relationship with an advisor.
Sorry, no. We no longer offer services on an hourly basis. Several years ago, we determined that we serve our long-term clients best when we remain focused on their financial planning. Likewise, we do not prepare tax returns, but instead choose to interface closely with our clients’ CPAs when needed. For our financial planning clients, we review our clients tax returns each year to see if we can recommend certain tax strategies to reduce taxable income.