We charge on a project basis at a rate of $400 per hour, which applies to all meetings and preparation, creation, and follow-up work that we do for you. Before you commit to becoming our client, we provide an estimate of how many hours your project will take. This way you’ll have a good idea of how much our services will cost.
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.