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.

Get Started

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

  • Our initial meeting is all about you, your goals, and your questions, so that we can determine if we are potentially a good fit.

  • 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.

  • 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.

  • 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.

Speak with a Planner