Our Flat Hourly Service includes limited topic-based financial planning on an hourly basis. We will work together to develop a targeted solution for a specific concern that you will implement.
What You Get
- Hourly support on limited topics of your choice
- Summary of easy-to-understand recommendations
- Unbiased advice: we are fee-only fiduciaries
- Referral to other professionals if needed, such as CPAs, insurance brokers, or attorneys
Who Is This For?
If you’re not ready for a comprehensive financial plan, this is a great option to jumpstarting immediate action related to specific financial goals.
Cost
The cost is $200 an hour with a minimum of 2 hours required.
How To Move Forward
If you’re interested in an hourly consultation, please request a questionnaire by emailing us at Info@CYPFin.com, and we’ll guide you through the next steps. Kindly note that our free consultations are exclusively reserved for individuals seeking a comprehensive financial plan.
