Pricing
FOUNDATIONAL PLAN
Comprehensive Financial Plan $ 3,000+ One-Time Project
- Most plans require 10-25 hours ($3,000 - $7,500) over 4-6 months
- Pricing is driven by the complexity of your situation and the hours required
- A firm quote is given after we meet and discuss your financial situation
ongoing support
Annual Updates & Ad Hoc Support $ 300 Per Hour
- Most annual reviews and plan updates require 3-12 hours per year
- You determine the scope, priorities and maximum hours of the engagement
- Ad hoc, micro projects (1-3 hours) might be possible for specific, modular topics
