Can we just talk for an hour or two?

As a matter of fact, yes.

One of our services is by-the-hour consultation.  We'll be happy to sit and talk with you about any financial matters you like.  Billing will be at a simple by-the-hour rate and we'll follow up with brief notes about our conversation.

We can talk about your employer's 401k options, whether or not you need life insurance, what kind and how much.  We can review your personal spending and saving habits.

More comprehensive or research-oriented work may be done for you outside of our personal meeting on either a fixed project rate, or, also, by the hour.  That's up to you - we'll be happy to provide a quote or an estimate of the time necessary for any given project.

But if all you want to do is talk for an hour - and that may well be all you need - we'll be happy to oblige.

As with all of our planning and advisory services, our work is fee-only.  We get no commissions and have no financial incentives to push any particular financial products.  No project or discussion is too small.  We don't require you to have a multi-million dollar portfolio, nor do we require you to commit to an expensive comprehensive planning project.  We're here to help you meet your financial goals in a way which works for you.

Meyers Wealth Management • Integrity and Uncommon Sense
550 Hamilton Ave, Ste 210 • Palo Alto, California 94301 • MeyersMoney.com • 1-800-993-2994
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Copyright 2011 by David S. Meyers, CFP®