Financial Planning Packages & Options
We believe that financial planning should be for everyone. Whether you are just getting started or are in the process of navigating life changes, we are here to help. We now offer monthly pricing packages as well as project based and hourly pricing.
What to Expect and Pricing
Project Basis or Hourly
Looking for a sounding board or second opinion? We can help you tackle selected topics on a project basis and charge a one-time fee per engagement. If you want to review or update at some point in the future, we charge you at our hourly rate.
Additionally, our hourly rate may be charged in addition to the monthly subscription cost for the Comprehensive Package for especially complex situations. Some examples may include:
- Extensive stock options analysis
- Owning multiple rental / investment properties
- Analysis of concentrated investment holdings
- Reviewing investment options available and recommending a customized asset allocation for your workplace retirement plan contributions
*Our hourly rate is $300 per hour.