Services & fees
You'll know what you're paying before we start.
How much does financial planning cost?
$325 per hour. During your 20-minute Fit Check, we'll agree on the scope of services. You'll then receive a written quote with the estimated hours, including meeting time, document analysis, preparation, plan delivery and, if you'd like, help with implementation.
The quote is valid for 30 days, and work starts when you sign our agreement. A deposit of $500 or half the quoted amount, whichever is less, is due at signing. The balance is due when your plan is delivered.
How many hours does a typical engagement take?
Every quote is based on your situation. These ranges give you a starting point.
| Full financial plan Can cover cash flow and debt management, insurance, business planning, retirement, tax planning strategies, college financing, estate planning and investments. | 5–8 hours $1,625–$2,600 at $325 per hour |
| Review of a previously created plan A fresh look at a plan you already have. | 3–5 hours $975–$1,625 at $325 per hour |
| Just have questions? Want to talk something through in real time? You can pay by the hour. | 1–3 hours $325–$975 at $325 per hour |
Start with a 20-minute Fit Check
Tell me what's on your mind. If we're a good fit, you'll get a written quote before any paid work starts.
Book a Fit Check