Packages

  • $375/hour (2-hour minimum)
    Education and basic guidance.

    Includes:

    • Budget and cash flow review

    • Debt strategy discussion

    • Employer benefits review

    • Basic retirement or savings guidance

    • Q&A / financial literacy coaching

    Recommended for clients who want clarity without a long-term commitment.

  • Flat fee: $1,800 - $3,600 (adjust based on complexity, 5-10 hours based on past projects)

    Includes:

    • Full financial assessment (income, assets, debts)

    • Retirement projections

    • Investment allocation guidance

    • Insurance needs analysis

    • Education or major-goal planning

    • Written financial plan + action steps

    • One follow-up meeting (60–90 days)

    Recommended for clients who want a roadmap but not ongoing management.

  • $375–$750/month (or $4,500–$7,500 annually, depending on complexity)

    Designed for clients who want continuous guidance, accountability, and proactive planning.

    Includes:

    • Everything in the Comprehensive Financial Plan

    • Dedicated financial advisor relationship

    • Quarterly strategy reviews (virtual or in-person)

    • Ongoing investment and asset allocation guidance

    • Cash flow and savings optimization

    • Planning for major life events (career change, home purchase, new child, etc.)

    • Email and phone access for ongoing questions

    • Annual plan update with refreshed projections

    Recommended for professionals, growing families, and high-income earners who want ongoing financial direction and decision support.

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