Initial Engagement

Initial Engagements are billed at an hourly rate of

$395

Typically, they are between 5 and 15 hours (estimated total cost between $1,975 and $5,925).

A portion of the fee, usually 25% of the estimated time, is due after initial information and data gathering. All time will be tracked (in 15-minute increments) and the final balance will be due once the Initial Engagement has ended.

On-Demand Financial Planning

On-demand financial planning is offered at an hourly rate of $395.