Initial Consultation

Discover where you stand financially with our complimentary initial consultation.

In an initial consultation, we’ll spend time getting to know you and your current financial situation. We’ll discuss your values, goals, desired retirement, cash flow, and future plans to determine where you stand, what you’re doing well and what needs to be addressed.

Access a professional, high-level view of where you stand financially.

View a detailed breakdown of how our services can benefit you.

Receive a detailed engagement letter, should you decide to work with us.

COST: COMPLIMENTARY

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Access personalized insights and explore how we can help you achieve your financial goals.

Gain an objective assessment of your financial situation: Identify potential shortfalls, issues, and risks, and explore strategies to address them.
Clearly define your financial goals: Establish or refine your goals with measurable targets, including specific amounts and dates.
Receive expert guidance: Meet with a financial expert to discuss your goals and learn how we can help you reach them.

Moraine Wealth Advisory also provides by-the-hour services so you can access financial guidance on your terms.

Our by-the-hour services offer a flexible, cost-effective way to access expert financial advice without the long-term commitment. This option is ideal for those looking for targeted support on specific financial matters.

Access expert advice on a specific financial issue

Pay only for the time you need

Access support when you need it

Cost: $350 PER HOUR

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Discover where you stand financially with our complimentary initial consultation.

Access personalized insights and explore how we can help you achieve your financial goals.

Moraine Wealth Advisory also provides by-the-hour services so you can access financial guidance on your terms.