Project-Based Financial Planning
Flat Fee: $500 – $15,000 | Hourly Rate: $194.90
Designed for those who need focused guidance on a specific goal—like retirement projections, stock option analysis, or business planning—without an ongoing engagement.
No Hidden Fees. No Sales Pitch.
No investment minimums.
No pressure. Cancel anytime.
Just real advice, a long-term partnership, and support you can trust.
Want More Detail?
Check out my blog:
How Much Does Financial Planning Cost? (And Why It’s Worth Every Penny)
Interested
in Working Together?
Get started in 3 easy steps
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Our initial meeting is all about you, your goals, and your questions, so that we can determine if we are potentially a good fit.
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I will create a personalized, high-level overview for you so that you can get a feel for the process. Whether we work together or part as friends, this overview will be yours.
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We review your planning overview and discuss how you can start focusing on your ideal retirement lifestyle and worry less about your finances. This is a NO PRESSURE meeting. No sales pitch, no commitments.
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During your strategy session we will complete your planning overview including opportunities to achieve your goals and dreams. I will not ask you to decide then and there. The goal is to take the evening and decide if the results are what you want.
We schedule a quick meeting for the next day to see if you have any questions and see if you want to get started.
Either way, the plan is yours. No strings attached.