Hourly Consultation

iStock_000019782419_SmallSteven Young Financial Planning also provides hourly based consulting on a wide range of financial planning issues. The process for engagement is the same, beginning with a complimentary meeting to get to know each other, and discuss your needs. At the conclusion of this meeting a fixed fee agreement will be provided so that you know the cost prior to making a decision to proceed.

Hourly consultations are not designed to integrate all aspects of your finances, but rather take an in depth look at a few issues. For example, how to allocate funds within your employer sponsored retirement plan, College funding for children or grandchildren. Cash flow and debt planning are also common topics for hourly consultations.