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          Hourly Planning Services

Currently, we are offering hourly/time-based financial planning and investment portfolio recommendations to previous and existing clients. The cost for this service is $250/hour and quoted on a project-level basis. The quote provided for you is based upon total estimated time needed to complete the defined scope of work.

Note: Investment advice in the hourly/time-based service offering is not necessarily focused on Impact investing. We are no longer taking on hourly  projects for new client relationships.