Consulting Services

Limited engagements on specific topics

Sometimes, people need assistance evaluating the pros and cons of a limited number of choices on a specific topic or question.  

Examples include:  When should I take social security?  Should I do a full or partial IRA to Roth conversion?  Advice on stock option planning, ESPP, or other form of equity compensation.  Whether to pay off a mortgage or refinance a home.  These are just a few examples in a long list of possibilities.  

These types of consultations are done as hourly engagements to address a specific topic without the context of an overall financial plan.