Hourly Financial Planning
Subscription-Based Financial Planning
by the hour planning
Hourly planning as needed for $200 per hour. Minimum fee is $135.
web-only starter plan
Consolidate all your financial information through an online application. Your active participation in all stages of planning can make this work, but you must be comfortable with using technology. The Starter Package includes a 10% discount from the regular hourly rate, with 3 hours of planning included via video conferencing or telephone. You will have access to your plan via the web for 12 months.
Consolidate your financial information and develop a plan for your future. This package includes 7 hours of planning time discounted by 20% from the standard hourly rate. Meetings may be in person or via the web. You will have access to your plan via the web for 12 months.
Gather your financial information, plan a path forward, and address your financial concerns. Includes 12 hours of planning time discounted by 30% from the standard hourly rate. Meetings may be in person or via the web. You will have access to your plan via the web for 12 months.
basic access subscription
$20 monthly + $200 initial
Portals to login and see your investments and plan. One scheduled meeting per year via phone or web to review your investments and plan is included. Additional time is billed at $240 per hour. Basic access is designed to be a platform upon which we can do ongoing hourly planning more efficiently.
Plus access Subscription
$50 monthly + $200 initial
Includes 2 scheduled meetings per year as well as availability for addressing other financial questions via phone. Up to 3 hours of time per year.
$250 monthly + $200 initial
Comprehensive financial planning and support for the investor. Subscription 360 allows clients to gradually build and maintain a comprehensive financial plan. Up to 1.5 hours per month of time.