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Hourly Financial Services

iStock_000004286668MediumHow much better would you feel knowing that you are welcome whether you are wealthy or not, and that you are in control of the advice you seek?

Abby provides hourly financial advice to individuals and families, regardless of net worth, income or investable assets. Her clients have the flexibility to engage on a one-time, as-needed or ongoing basis.

How much more comfortable would you be knowing that you are getting objective advice? 

Abby believes that the hourly model allows her to make recommendations free of ties to product sales or the amount of money a client has invested.  She does not receive compensation from any other source, and as a fiduciary, she must put your best interests first.

Abby serves two main types of clients.

First, she serves those who have a strong interest in making good decisions with their money but are busy with jobs, family, or life in general. They want a financial expert to take a look at how they’re doing now and help them make good decisions for the future.

These clients have questions such as:

  • How much should I spend now, and how much should I save to spend later?
  • What type of home can I afford?
  • Am I saving enough to retire one day?
  • How should I invest my savings?
  • We just got married.  How should we merge our finances?
  • How should our plan evolve now that we’re ready to have children?
  • What can I do to plan for my child’s education?
  • Can we afford to have a stay-at-home parent?
  • Can I afford to make a career change?
  • Can I afford to retire now?
  • Is my family protected if something should happen to me?

iStock_000000674631MediumAbby also serves clients who have developed their own expertise but want a professional to confirm they’re on track.

Either way, clients know the cost of not taking charge of their finances could be that they won’t be able to live the lives they want.

If that sounds like you, Abby offers a complimentary Get Acquainted MeetingLearn more…

303-929-5387 •
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