Hourly Financial

Planning

For clients who are looking for an answer to just one or two questions, or have the need for a single, focused financial project, Fidalgo Financial offers answers and solutions based on an hourly fee. We can look over your current financial picture and simply offer confirmation that you’re on the right track, or enhance your financial knowledge to help you make better choices going forward.

 

  • Where should I save for my child’s college?

  • How does my 401(k) work?

  • I’ve been investing for a few years; can you let me know if I’m on the right track?

  • How much should I be saving towards retirement?

  • How can I get the most out of my employee benefits?

  • Can you help me set up a budget for my family?

  • What are options for paying off my student loans?

  • What’s the difference between a stock, a mutual fund, and a bond?

  • Do I really need life insurance at this stage in my life? How much should I get?

  • How do I set up a Roth IRA? Why should I get one?