$350 per hour
If you need one hour of help, we bill for one hour. If you need fourteen hours of help we bill for fourteen hours.
We are exclusively an hourly financial planning firm. You drive when, how often, and for how long you engage with us. In most cases we start with comprehensive financial planning (see below for examples of the time required). In some cases we will do a narrower (shorter) engagement, or in other cases can even 'start the clock' to answer your specific financial questions. The hourly rate is $350, billed in 15 minute increments.
In our initial meeting we determine the scope of your needs and give you a firm quote based on the expected number of hours. Half is due when we begin, and the balance when the final recommendations are delivered to you. If we use less hours than expected, your cost will be adjusted downward.
Here are some examples of what to expect for initial comprehensive financial planning:
Tier 1
5-14 hours. ($1,750 - $4,900)
Tier 2
10-20 hours ($3,500 - $7,000)
Tier 3
20+ hours. ($7,000+)
Plan implementation help, follow-up planning for our existing clients, and ad hoc financial planning is available at our hourly rate.
Once you have been through our initial financial planning process, follow-up planning engagements are typically much shorter. Have a 15 minute phone call to answer some questions and get some quick advice? We will bill for 15 minutes. Want to update your financial plan to account for your promotion, pending business sale, or growing family? We will bill the actual time for the meetings and planning work.