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À La Carte Services

We can problem-solve with you on a case-by-case basis to 

address issues that may not yet warrant a full-scope engagement.


Don’t need a full financial review or plan right now? 

Since all services are billed at the same flat hourly rate, when you need answers to specific questions regarding things like investments, budgeting, retirement, or tax planning, we’re here to help.


questions Commonly Answered With À La Carte Planning Services:

  • How can I develop a budget that I will stick with?
  • Which investment allocation from my employer’s 401(k) is best for me?
  • What difference does it make if I have a will?
  • I want to set up an IRA. Which custodian (company) is right for me?
  • Do I need an umbrella insurance policy? 
  • Is it worth it to pay more in insurance premiums to get a lower deductible?
  • I have a little extra cash. Should I put it toward decreasing debt or increasing savings?