Do you have a more specific need? A shorter timeframe for decision-making? Perhaps you just want help on a single topic, like:
- planning when to take Social Security, or
- identifying how best to pay for memory care for a parent, or
- creating an estate plan when family dynamics are challenging.
Financial Coaching is generally part of what I provide to investment management clients. It's available as a standalone service, too, for $300/hour.
