Differential Planning LLC provides financial planning on an hourly basis, covering topics like business planning, cash flow, debt, education, employment benefits, estate, financial goals, insurance, investments, property, retirement, risk, and tax planning. Investment management is available only to clients with an active hourly financial planning agreement. DP uses Modern Portfolio Theory and a buy-and-hold passive indexing strategy.
Fee Structure
Investment management is offered at no additional fee, but is only available to clients who are already engaged in an active hourly financial planning agreement with Differential Planning. If you do not wish to allow DP discretion, DP may provide non-discretionary securities advice as discussed in the Hourly Financial Planning Services section.