Many clients only require assistance with a limited scope engagement. Perhaps you are trying to determine if you can afford to purchase a new home. Maybe you need help calculating the correct amount and type of life insurance. Or you need guidance with your employer sponsored benefits or allocating your 529 plan. I can help. Below is a list of some of the areas I engage clients in a project based relationship.
Business Planning
Employee Benefits Optimization
Insurance
Cash Flow and Debt Management
Estate Planning
Risk Management
College Savings
Financial Goal Setting
Tax Planning