fbpx
828-569-2785 Get Started!
Focused Financial Guidance

At Thayer Financial, we’ve seen the need and are excited to unveil a new offering tailored to address your specific financial questions. We now present a select number of monthly appointments for our Hourly-Based Consultation Service. While our core expertise and business lies in delivering comprehensive Wealth Management solutions, we recognize that some clients may require more targeted assistance or have more straightforward financial needs.

Our Focused Financial Guidance Session offers a focused 90-minute one-on-one session with our CERTIFIED FINANCIAL PLANNER™ professional, Deaton Smith, designed to answer your questions. If you have a specific question on your current investment strategy, tax optimization, insurance analysis or any other financial aspect, this service provides you with direct access to expert advice without the commitment of our full financial planning process.

It’s important to note that while this consultation service is intensive and personalized, it does not include the formulation of detailed financial plans or the provision of written recommendations. Instead, it offers a streamlined avenue to receive fiduciary advice for addressing your immediate concerns and answering specific questions pertaining to your situation.

For those looking to gain targeted guidance and clarity on specific financial matters, our Hourly-Based Consultation Service is an ideal solution. With a transparent fee structure of $500 per session, you can access valuable financial expertise.

Take the first step towards securing your financial future and book your appointment today with Thayer Financial.


Contact Us

828-569-2785

address:
Thayer Financial
439 4th Street SW
Hickory, NC 28602

follow us:

Newsletter

Subscribe to Our Newsletter!

*Required
CFP Professional XY Planning Network NAPFA Fee-Only Network