Meetings are held virtually or, if previously scheduled, at the client's residence or workplace. During our initial discussions, we will assess compatibility and determine the most suitable level of service for your requirements. Following this, we will present a project fee estimate or flat fee, which, upon approval, will be followed by a clear outline of the subsequent actions.


Comprehensive Financial Planning

Topics covered in a comprehensive financial plan include cash flow analysis, education and major purchase planning, retirement planning, insurance analysis, and estate planning.

The flat fee is determined by case complexity and ranges from $5,000-$10,000.

Financial plan updates on an annual or as-needed basis are billed hourly, estimated to be $3,000-$7,000, depending upon complexity.

Project-Based Planning

Project-based planning involves data collection, financial planning analysis and advice presentation.

The current hourly rate is $400/hour, with a minimum of 4 hours for these engagements.