My Services

My hourly financial consulting services is for clients with specific short-term financial questions or for those who do not need a full planning review or asset management. You have financial questions or concerns, and I have answers! Contact me to see how I can help you today.

Rate: $200/hour, estimated time agreed upon in advance

My Fee-Only financial planning services assist with goals-based budgeting and planning, investment management, and the creation of supportive personal balance sheets for those clients who want to implement my advice on their own. I pride myself on transparency and dedication to your goals and circumstances with my unbiased, risk-managed, and personalized advice. Contact me to see how I can help you align your financial resources with your long-term focus.

Rate: $2,400 for a discrete and collaborative set of financial recommendations (e.g., the Plan)

I have walked the walk on retirement, having successfully transitioned several clients into new, exciting stages of their lives! Retirement Advisory is a subset of Financial Planning with a special emphasis on decumulation strategies and asset positioning. For retirement planning, I help clients convert Equity to Cash Flow with a clear and long-term plan that incorporates your entire financial picture. In this scenario, I typically manage client assets with an 'Assets Under Management' approach. Contact me to see how I can help you with planning and funding your best retirement.

Rate: Based on the level of assets that we will manage with your approval. 

A full description of the firm and my services can be found in our firm ADV, which is available upon request to mrimassa@cfefinancial.com.