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Non-conflicted advice, and financial complexity made simple 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.
Please contact Michael Taylor for specifics on the pricing and appropriateness of personal financial consulting or “financial therapy” for your specific situation. Our regular rate for individuals and households is $300/hr. Most people require between 4 to 10 hours.
What individual clients say:
“Michael Taylor answered my financial questions in a totally down-to-earth way and gave me unbiased, practical direction for my finances.”
--Anna Ochoa, San Antonio, TX.
“My wife and I have consulted with Michael periodically for a couple of years now, believing he could assist us in making more prudent long-term financial investments. His advice and suggestions have been very helpful. We continue to periodically seek his advice and have shared his writings with others in our family.”
--Lawrence and Cathy Mann, San Antonio, TX
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