Pricing
Choose the plan that fits your needs.
Ask An Expert
$400-$800*
(hourly; meeting time only)
Sometimes you just need some answers!
This engagement is for a live virtual 1–2 hour advisory meeting with a Certified Financia Planner® professional.
Full-Service Engagement
$800-$2000*
(hourly; includes prep, analysis, summary report)
Best for clients with multiple financial questions, needing investment help or other analysis/projections.
This engagement includes all meeting preparation, analysis and post-meeting action plan summary with specific recommendations.
Comprehensive Plan
$4000-$7000
(one time flat fee)
Best for clients with multiple investment accounts, diverse planning needs and questions, scenario analysis and goal planning. This engagement covers your entire financial situation.
*Note – we bill in 15-minute increments
What You Get
Ask An Expert
- Live advisory call with a CFP® professional
- Ask any/all questions and get specific answers!
- No written prep or post meeting follow up – you take all the notes
- Works best for clients looking to control the cost of the engagement or those who have specific questions
Full-Service Meeting
- You receive customized analysis, reports, retirement projections and portfolio rebalance based on your needs
- Works best for clients looking for a more robust engagement
Comprehensive Plan
- A 2-3 month engagement to create a customized, actionable financial plan
- Includes multiple meetings, emails and calls as needed
- Customizable to include all/any areas of financial planning – you control what is included in your plan!
- Ideal for clients seeking detailed, thorough advice and recommendations on their entire financial situation
Purpose
Ask An Expert
- Analyze a specific issue/question for those wanting a clear picture of how a potential decision will impact their finances.
- Provide confidence in your financial decision making.
Full-Service Meeting
- For when life is a little more complicated and your to-do list is longer.
- Create specific recommendations and implement customized advice to stay on track with your financial goals.
Comprehensive
- For clients who want to ensure no stone is left unturned.
- Covers everything in your life with a dollar sign.
- Provides thorough, detailed actionable advice on your entire financial situation.
Comprehensive Plan Updates (recommended annually) ~ $800 – $2500**
We want to help our project clients keep their plans updated to stay on track with their goals and account for changes in their situations. These meetings are used to update your original or previous plan based on your current situation, allowing us to run additional scenarios or account for changes such as a new job or altered goals. We can also review and rebalance your portfolio, providing you with current investment recommendations.
We will revise your financial plan with the updated information and schedule a ‘tune-up’ meeting. In that meeting, we will discuss your updated plan, run scenarios, and provide recommendations on your current financial situation. We will also conduct an in-depth review, analysis, and rebalancing of your portfolio, providing you with recommendations to fine-tune your investments.
**Our Comprehensive Plan Update fees are based on the total time involved in meeting with you, not just the meeting, but also any preparation and post meeting work, researching and analyzing your current situation and/or investment portfolio, summary action plan with specific recommendations and implementation assistance (if needed) at a rate of $400 per hour.
Offering 100% virtual meetings.
Schedule a Strategy Meeting Today!
Talk with one of our team members to see if we're a good fit for you!