Financial Planning by the Hour
Confidently chart your future with independent and objective professional advice.
The main reason people create a financial plan is to prepare for expected life transitions. However, a well-balanced, actionable plan is also crucial for navigating unexpected challenges.
- Analyze and map out a major life transition (retirement, career…).
- Help them navigate an unexpected life-event.
- Double-check their plan to ensure accuracy.
- Teach them a self-manageable financial framework.
- Develop an initial wealth-building plan.
- Improve their money habits for greater financial continuity.
Benefits
With no pressure to move accounts and no financial product affiliations, I offer straightforward, hourly financial planning focused solely on your goals. You’ll gain a clear plan and the understanding needed to navigate your financial future with confidence.
Organized
Turn the “financial junk-drawer” into a organized system that works for you.
Simplified
Gain peace of mind knowing you have a simplified plan that is easy to understand.
Intentional
Make progress toward your goals by confidently executing an intentional yearly vision.
Steve Schleupner CFP®, ChFC®, CDFA®
Find out if financial planning by the hour fits your situation – schedule an initial free consultation today.