3 flexible pricing options to suit your needs
Hourly Planning
Do you have 1 or 2 financial topics that you need help with? This option is best for you.
Common hourly topics include:
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Cash Flow Planning
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Investment Portfolio Analysis
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Workplace Benefit Optimization
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Home Buying Guidance
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Contract Negotiation Strategy
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Debt Management Solutions
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College Savings Plan
$250/hour
Project Based Planning
Are you a DIYer who wants help creating a plan, but wants to manage and implement the plan on your own? This option is for you. Project based planning is best for:
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Comprehensive Financial Plans
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Entrepreneurs needing assistance starting and/or growing their small business
Starting at $2500
(varies based on the
complexity of your situation)
Ongoing Financial Planning
The full service option.
Year 1:
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Develop comprehensive plan
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Unlimited support and guidance through the implementation process.
Year 2 and beyond:
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Bi-annual financial reviews
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Monitor and fine-tune your plan as needed
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Unlimited emails and calls
$189/month