Our services are comprehensive, including both financial planning and investment management on an ongoing basis. At this time, we don't offer financial planning only or hourly advice. Although we want to be of service where it is needed, we have intentionally limited the number of clients we serve so that each client gets the personalized attention they need. If you would like a different type of engagement, a great next step is to visit letsmakeaplan.org. Here you will be able to find a Certified Financial Planner professional near you who fits your needs more appropriately.