210 872 0331

How Can We Help?

We help businesses, non-profits, and individuals by providing conflict-free financial advice, simplifying complexity, and offering tailored solutions for financial planning, strategic initiatives, and personal financial goals.

Business/Non-Profit

What we do for Businesses:

  • Financial Planning and Corporation Strategy
  • Business financial evaluation
  • Temporary Chief Financial Officer
  • Capital-Raising Strategies
  • Financial Education and Wellness, for Employees
  • Retirement Plan 401(k), 403(b) & 457 Review or Design - Existing or Prospective Plans

What we are NOT, for businesses:

  • Merger or Acquisition Advisor
  • Lender/Banker
  • Angel Investor
  • Auditor
  • Accountant
  • Tax Specialist
  • Chief Development Officer

Our ordinary business consulting rate is $250/hr. Pricing may also be quoted on a per-project basis.

Individuals

What we do for Individuals:
(The hourly service may be understood as)

  • Financial Therapy. This is a term of art, but it gets at the heart of what we do.
  • Development or Review of Personal or Household Financial Plan
  • Planning a Long-Term Strategy Including Tax-Advantaged Accounts such as – 401k, 403(b), Individual IRAs, and 529s
  • Financial Education for Family Members – including Spouse, Children, Grandchildren

What we are NOT, for individuals:

  • Primary tax consultant
  • Estate Planner
  • Licensed Financial Planner
  • Accountant
  • Attorney

Each of these licensed specialists may be what you need instead of, or in addition to, a Financial Therapist. Consultations may in fact clarify which of those specialized expert you end up needing over time, and in what order and in what way, in order to implement a plan of action.

Our regular rate for individuals and households is $300/hr. Most people require between 4 to 10 hours.

Please contact us or schedule a 15-minute free consultation call for pricing and to describe your specific business needs.

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Michael Goes From High Finance To High-Wire Act | tpr.org

Public Speaking & Workshops

We offer professional presentations and workshops on prepared themes for select audiences such as university students, public school employees, employees seeking financial wellness, and corporate participants in 401k plans.

The unifying theme of public speaking and workshops is “financial complexity made simple.” Specific and frequently requested themes of speaking and workshops include:

Compound Interest

Risky v. Non-Risky investing

The Dangers of Financial Media

Savings and Budgeting for Employees

The How and Why of Retirement Plan Participation

Please contact us for pricing and to describe your specific business needs.

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