We offer comprehensive financial planning services on an hourly basis at $250/hour. Prior to signing an engagement agreement, we provide a one-time, 45-minute consultation for prospective clients who are interested in our hourly financial planning services. The initial consultation fee is $125 but can potentially be credited towards the engagement fee. After we have discussed your situation during the initial consultation, we will agree on the scope of our engagement and can provide you with an estimated fee. Below is an overview of the financial planning process should you decide to engage our services.

After the initial engagement is complete, you can choose to re-engage our services in the future on an as-needed basis. We generally recommend an annual review to make sure that you’re on track to meeting your goals or make adjustments as your situation changes.

We hope you will take a few minutes to learn about us and how we can work with you. Please contact us if you’d like to schedule an initial consultation or have any questions, we would love to hear from you.