Hourly Financial Consultation

At Trajectory Wealth, we understand that everyone's financial journey is unique. Sometimes, you don’t know where to start. That is why hourly consultations are available as an alternative to a comprehensive financial plan or limited planning engagement.

Here are a few key areas we can help with

  • College Planning

    Struggling with your favorite search engine and don't know where to start when it comes to funding college for your loved ones? We will take a deep dive into all things college planning and jump start your ability to start planning for this amazing goal.

  • Debt Management

    Do you feel a lack of progress with your current debt payment plan? Does it feel like you are simply playing whack-a-mole and paying off random cards without a purpose in place? Together we will understand the current debt you owe and mutually agree on a payment plan that helps accomplish your goal of reducing and eliminating debt on a defined timeline to bring back order to what can feel like complete chaos.

  • Annuities

    Do you have a current annuity that causes you confusion and anxiety? Have you been pitched one and simply want to ask more questions before making a huge life alterning financial decision? This time will not be spent on selling you an annuity, but simply explaining what you already have or helping you understand the ins and outs of that proposed annuity.

Pricing Expectations

  • We will review all pertinent data and objectives and mutually agreed upon assumptions and will provide consultative services on an hourly basis in one or more of the indicated areas selected by you.  The hourly fee paid in advance is $250.
    • College Funding
    • Debt Management
    • Annuities
    • Career Changes
    • Inheritances
    • Employee Benefits

Other options

  • Comprehensive Planning

    While physical money isn't typically a favorite, what it does for you—maintaining your lifestyle, enabling travel, or providing peace of mind with a steady income—is what truly matters. What plan do you have to ensure a steady, reliable income that allows you to spend with confidence?

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  • Limited Planning

    How would you like your money to be invested? The typical "buy and hold," or as some call it, "hold and hope," is a form of passive investing that exposes your money to stock market risk regardless of market conditions. Are you comfortable with this? Have you considered active money management? Together, we'll ensure your investment strategy aligns with your risk tolerance

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Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor.  BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Trajectory Wealth, LLC, and wealth.com are independent of each other.   Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.  Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.