How many of you have an option to work on a retainer or planning fee for advice? How do you handle when a client says they no longer want to pay for that service and then reach out with questions?

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I’m a nice guy and want to help everyone with every financial question that comes up but I also have to get paid for my work and time and knowledge. We are in a knowledge for profit business, and I find that sometimes folks reach out with “quick questions” that many times are more complicated than a one sentence answer. How do you tactfully say “you’re not paying me for this” without being rude or burning bridges.

Ask them to come in.

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