Menu of Services
Once you've done the heavy lifting of crafting a plan you will increase your likelihood of success with periodic reviews and updates. You decide the frequency - annually or every other year is recommended, OR anytime you experience a significant change in your financial life (i.e. kids, job change, windfall). These reviews typically take 4-10 hours depending on the complexity of your finances, the time between plan updates and any new planning issues that are addressed.
and when it comes to service fees we are up-front and clear about what your project will cost.
- Live Planning Session $900 - $1,500
- Deep Dive $3,600 - $9,000
- Periodic Reviews $1,200 - $3,000