Clients who are interested in a less comprehensive financial planning process, but still desire a one time financial plan, or financial advice / consulting around one or two pressing financial concerns, may work with First Nations Eagle on an hourly basis. Click here for the Hourly Ad Hoc Service Pricing. Possible topics may include, but are not limited to:

• Assisting Clients to identify and set goals
• Asset allocation based on Client risk tolerance, suitability, and time horizon
• Analyzing cash flow and accumulation goals
• Retirement planning
• Debt management
• Business consulting
• Risk management / Insurance planning
• Estate preservation and distribution strategies
• Incapacity planning
• Evaluating charitable planning options
• College savings
• Work benefit strategizing
• Purchase negotiation support
• Financial well being coaching