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Financial Problem Solving Services: Fee per Hour
Our Financial Problem Solving Services are delivered in a consultative approach, as we work with you to define the problem and determine a course of action. These engagements take the form of hourly, as-needed services, capped by a Presentation Meeting wherein we deliver our recommendations and review the specific action plan to implement them.
This approach is very effective for obtaining second opinions or to address a specific financial issue. It is also effective for follow-up after the initial financial plan is developed and implemented. Finally, it is very effective in addressing problem situations that may require ongoing follow-up over time to resolve the issue and implement the necessary actions to resolve the situation.
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