Mote Wealth offers very limited Hourly Planning or Project engagements. However, we are willing to meet with prospective clients who believe hourly advice is the service desired. This meeting is at no charge and absolutely no obligation. Talking through your attitudes and capabilities as well as the financial issues you face may help us realize that you have the skills and motivation to manage your investments and ongoing financial concerns with just an occasional second opinion or check up with an hourly planner.
Our conversation may, on the other hand, cause you to realize an on-going relationship actually serves your needs better. An initial meeting is not a sales pitch to persuade you that you need ongoing management and advice. We definitely recognize that we are not the right planners for everyone, and if you are well suited to managing your own finances with the help of an Hourly or Project-based planner, we happily recommend qualified Fee-Only advisors we know who offer those services.
In some circumstances, such as a person just starting a career or a someone who is starting over after a financial crisis of some kind, we may, as time permits, offer a Project or Hourly engagement to help them get on track.