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Our rates vary depending on the nature of the planning, the complexity of the situation and the amount of time required to provide recommendations and advice.

We will typically quote a price at the beginning of an engagement:

  • Work performed on an hourly basis is $270/hr*

  • Focused analysis work will usually range from $1,000 to $2,000.

  • Comprehensive financial planning projects may range from $2,600 to $4,400. The average plan ranges from $2,500-$3,000.

Long-term financial success does not happen by accident. Contact us to schedule a free, no-obligation, introductory consultation. We are available to work with clients both in-person and remotely.

We aim to provide measurable value for our services.


Occasionally, it may not be possible for us to assist and/or there may be actions you will have to take prior to us being able to complete any analysis. If that is the case, we will inform you prior to entering into an engagement.


*Under certain circumstances, we may perform analysis on a sliding scale. 

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