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Financial Counseling by the hour is available for those who seek personalized advice on specific financial concerns. Usually these services are suitable for people with fairly straightforward financial situations. They can sometimes be appropriate for a higher net worth individual as well. Counseling sessions typically last from one to three hours.
 Sometimes more advice may be needed than can be provded in a few hours. Questions may be more complex or one’s financial situation may be complicated. Small business owners, professionals, people with numerous investments, higher net worth individuals and unmarried couples often fall into this category.
For these people, Financial Planning services are offered on a project or retainer basis based upon an hourly estimate of time involved. Planning services occur over a period of weeks or months with meetings scheduled as necessary.
These services can best be provided through a holistic Financial Plan, providing a thorough review and the application of the latest in planning techniques.
Or, specific issues may need to be addressed in depth. Issues can include traditional planning topics or even other areas. With these flexible, detailed services any and all financial planning issues can be attended to.
Get started today with a complimentary Get Acquainted Meeting
We offer a complimentary, no-obligation Get Acquainted meeting to discuss your current financial situation, goals, and objectives.
This meeting is an opportunity for us to exchange information and for you to get an even better sense whether AFA is the right financial planning firm for you. Contact us today to schedule your complimentary Get Acquainted meeting.
Tel: (203)778-4100
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