After our initial discussion about your situation, Kate will assess compatibility and determine the most suitable level of service. She will then present the costs and outline the details of the proposed service engagement. Most engagements involve a series of meetings to collect and analyze data and then to present analysis and recommendations. Currently, all meetings are held virtually.


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.


Project and Hourly Rate 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.