Our rate is $400 per hour, which applies to all meetings, preparation, and creation of your Financial Plan. A Comprehensive Financial Plan typically costs between $4,000 and $6,000, depending on the size and complexity of your situation. We also offer parts of a Comprehensive Plan on an “a la carte” basis, where the same $400/hour rate applies.
We do not have a minimum hour requirement. If your plan takes less time than estimated, you will only be charged for the time spent and nothing more.
Our goal is for the monetary benefits of creating your Financial Plan to more than offset the cost of our services.
Many people hesitate to work with a financial planner because of the cost. However, have they considered the cost of not working with a planner? Mistakes such as investing in high-fee products, trying to outsmart the market, or missing opportunities for tax-efficient Roth conversions can have a significant long-term impact. We help clients avoid these mistakes by providing clear, personalized guidance and strategies that put more of their money to work toward their goals.