Hourly Engagements

The more you are able to understand and manage your wealth, the more prepared you can be for your goals and dreams. But managing your financial future is a complex process that involves careful consideration of your short- and long-term goals. The Hourly Consulting Program through LPL Financial provides an opportunity to align your chosen path with your financial strategy.

Hourly consulting services include specific financial problem-solving and consulting in areas that are somewhat different than those performed through traditional, comprehensive financial planning.

We can provide a range of valuable, targeted services, which are billed at an hourly consulting rate that is fully disclosed in a written engagement agreement.

Customized Financial Guidance