Financial Planning Packages

We believe financial planning should be for everyone but not one type of planning service fits their current stage in life. Whether you're getting starting or going through a major life transition such as retirement, we are here to help. We now offer monthly pricing packages for ongoing access, project based and hourly pricing. 

Most clients I help prefer a transparent fee-for-service financial planning model. To give independent advice in your best interest, I can do that pragmatically when there is a fixed fee for that service. Please see our planning service menu below for more information.

Project Basis or Hourly Services

Looking for a sounding board or second opinion? We can help you tackle selected topics on a project basis and charge a one-time fee per engagement. If you want to review or update at some point in the future, we charge you at our hourly rate

Additionally, our hourly rate may be charged in addition to the monthly subscription cost for the Comprehensive Package for especially complex situations. Some examples may include:

  • Extensive stock options analysis
  • Owning multiple rental / investment properties
  • Analysis of concentrated investment holdings
  • Reviewing investment options available and recommending a customized asset allocation for your workplace retirement plan contributions 
  • Extensive Business succession planning
  • Workplace Financial Wellness Seminars as an additional service
  • Employer sponsored retirement plan consulting

*Our hourly rate is $250 per hour.

Set up an Introductory Call or Zoom