Hourly Services

In order to provide the best client service possible, Hourly Services are limited to those with investment assets of less than $600,000*. "Investment assets" include investment accounts and company retirement plans, but it does not include home equity.

*These terms are effective for new clients as of 9/1/08 and do not change existing client agreements.

This service will include a review of and recommendations for some or all of the following topics:

• Cash Flow
• Investments
• Retirement
• Insurance
• Taxes
• Education
• Estate Plans
• College Funding

The Process

Our engagement begins with an initial meeting at no cost to you. We ask that you bring two items to this meeting: our Initial Questionnaire and a Cash Flow Worksheet. At this meeting we will identify your needs and priorities and determine the scope of work to be performed and an estimate of the cost. Our rate is $200 per hour and the average hourly engagement is between 5 and 8 hours.

When you engage our services, we will give you a list of additional documents and information that we require in order to complete the project. We may meet one or two more times before providing you with our final analysis and recommendations.

Your personalized financial analysis will include specific actions and tasks for you to execute.

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Contact Information

• New Hampshire Office
  Jill Boynton
  70 Old Post Road
  Newington NH 03801
  Near Portsmouth
  603.431.1133
• Maine Office
  Susan Veligor
  70 Center Street
  Portland ME 04101
  207.772.8133