Hourly Financial Advice
Welcome to Barrett FP, where I’m reimagining financial advice one client at a time. I’m Zach Lundak, CFA, CFP® and I founded this business because I saw too many clients that want help from an advisor, but don’t want to give up managing their investments.
That’s why I offer hourly financial planning: Whether you are building wealth or designing a retirement strategy, I’m here to help you make sense of your finances. No question is too small, no goal too big. You get my full attention and expertise, billed simply by the hour.
The wealth management industry often overlooks a simple truth: many clients are great at managing their own investments, but they still want a relationship a professional to ensure they aren’t missing anything.
Let’s build your financial future together. I’d love to chat and see how I can help.
Who Should Hire Us?
“Am I on the right track?”
Whether you’re saving for a big goal or just want a reality check, I’ll give you a clear, straightforward assessment to build your confidence—or steer you back on course.
“Are there things I should be doing differently?”
From fine-tuning your investments to rethinking overall strategy, I’ll pinpoint opportunities and craft strategies that fit your unique life.
“Who will be my thought partner when things change?”
Life throws curveballs—new jobs, market shifts, family changes. I’m your flexible, hourly guide, ready to adapt with you whenever you need me.
“Who will I turn to if something happens to my spouse?”
Losing a partner is overwhelming, and the financial questions can feel endless. I’ll step in with steady, compassionate advice to help you navigate what’s next.
“Who can help prepare my children to manage their finances well?”
Beyond your own planning, I’ll teach your kids the skills and habits to handle money wisely—because your legacy deserves it.If any of these hit home, you’re who I built Barrett Financial Planning for. No asset-based fees, no product sales—just hourly, unbiased advice tailored to your needs. I’m here to answer your questions, ease your worries, and empower you to take control.