PLANNING

How much does it cost?

$400 per hour. 

How many hours will it take?

Our work is project-based. We tailor planning work to your questions and let you know the time needed to clarify answers and strategies. 

Your financial questions and concerns may involve a wide range of interrelated factors: Time, Taxes, Investments, and Cash Flows are just some. At our get-acquainted meeting, we will work out the scope of planning you need to move forward confidently.  We don’t manage investments so there are no asset minimums or long-term engagement fees. We believe our pure hourly model best serves our clients' needs, and makes us unique in our industry.

We offer two approaches to planning:

Limited Scope Engagement: Not everyone needs to look out over their lifetimes to make good financial decisions today. Targeted planning sessions can explore a narrower range of upcoming financial decisions and prioritize a plan of action.  We focus on cash flow (money in, money out), savings ability, reviewing your investment portfolio, and understanding your tax situation. Typically, these engagements run in the 8-12 hour range, $3,200-$4,800. 

The Deeper Dive: If the timing and trade-offs of your options now and in the future need to be fully evaluated and mapped, a Deeper Dive project may be the best option.  The process is more detailed and allows you to consider goals, values and options in an interactive and visual experience. Together, we create scenarios that reflect the choices that work best for you. Questions such as “Will my plan for savings provide for my retirement, college for my children,  a second home, or a sabbatical?” are best answered by fully considering the financial trade-offs necessary to meet each goal. A more comprehensive plan, which can address multiple variables and options, typically  runs between 18-25 hours ($7,200-$10,000) depending on complexity.