Our Hourly Fee is $250.
Pricing for financial planning projects starts at $3,000 and increases with the number of financial topics covered and the complexity of your situation. We’re happy to work with you to negotiate a project price specific to your situation.
You can find more information on our process here.
Sample Engagement
-
Small
$3,000
Straightforward Situation
Project Based Planning with 2-4 topic areas -
Medium
$7,000
Moderately Complex Situation with
Comprehensive Planning or Planning for Couples and Families -
Large
$12,000
Complex Situations with Comprehensive Planning
