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Fee Overview

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.

Let’s Work Together

Schedule a Call to Begin