How Our Fees Work
Depending on how you engage with us, your fees will look different. Below is an overview of what we charge for each form of engagement.
Project fixed fee ranges between $900-6,000 depending on complexity.
We’ll create a holistic and integrated plan that orients each element of your finances towards your priorities, needs and big goals.
Hourly Financial Planning & Consultation Services
Billed in 15-minute increments; partial increment (e.g., 10 minutes) may be treated as a whole increment.
Whether you need a second opinion or to address questions in a certain area, we can provide in-depth, actionable advice.