Hourly Consultation

 

All people have resources that can be used to change their situation. Wealth, and poverty for that matter, is not simply about material resources. People of all socioeconomic backgrounds often lack one or more essentials: organization, time, expertise, objectivity or desire to effectively direct their resources in the best way. Our fiduciary advocacy can build upon what is already there, strengthening those resources and capabilities.

An hourly consultation may serve as a great starting point.

We welcome an opportunity to have a conversation with you, no strings attached.

[We are not salespeople. We do not sell financial products nor receive commissions. Our tax deductible fees are paid directly to us by clients.]

What services are available with an Hourly Consultation?

The topics below are just some of the issues we may address with an hourly consultation client. If this list does not include your priority or concern, please contact us. We want to hear about your priority.

  • General Investment Advice
  • Financial Planning
  • Estate Planning
  • Annual Check-Up/Review
  • Education Planning
  • Risk Planning

 

 

Advantages you will experience working with Grove Street Fiduciary:

  • Benefit from an independent review of your current financial, tax, and estate situation.
  • The hourly rate helps you determine the amount of financial services needed based on your budget.
  • Freedom to deploy our recommended financial strategy at your own pace.
  • Receive expertise from Certified Financial Professionals® who are Accredited Investment Fiduciaries and 5-Star Paladin Registry rated. We also adhere to the high ethical standards of the National Association of Personal Financial Advisors (NAPFA®).