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-Based Planning
$300/Hour Rate
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
$300/Hour Rate
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.