One-time & Hourly Financial Planning
Flexible financial planning tailored to your needs.
Retirement Clarity Review
(One-Time Plan)
A focused, high-level retirement analysis designed to help you make smarter decisions around taxes, investments, and income planning.
Pricing & Details
✅ Flat fee: $1,500 – $4,000 (based on complexity)
✅ Typically completed over a few meetings
✅ No ongoing commitment required
Note:
This is a limited-scope engagement and does not include ongoing monitoring or investment management unless you choose to work together further.
One-Time Financial Planning Projects
For more in-depth or specialized planning needs.
Pricing & Details
✅ Flat fee: $1,500 – $30,000 depending on scope
✅ Typically includes 1–5 meetings over ~3 months
✅ Customized to your situation (retirement, tax strategy, business decisions, etc.)
Hourly Financial Planning
Ideal for targeted questions or second opinions
Pricing & Details
✅ $375 per hour
✅ Billed in 15-minute increments
✅ Minimum: 2 hours
✅ Most projects: 3–10 hours
Payment Terms: 50% upfront, remainder due at completion.
Build Your Plan. Create Your Life.
With expert guidance and ongoing support, you’ll have the tools to turn your financial plan into a retirement you can enjoy.