Specific Financial Project

You hire Ortman Financial Planning to assist with a specific financial goal or concern for a limited engagement. Common topics covered are student loan repayment analysis, employer benefits or stock option analysis, Social Security plan, or even a second look at your efforts if you don't want an ongoing relationship with a financial advisor or are working with someone else.

Fee: Between $500 and $3,000 depending upon project and client needs.

Schedule a complimentary 30 minute call to discuss your situation and needs.