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Project Planning

We will review one to three topics of your choice to help you create a personalize plan of action and/or validate your financial decisions.
  • A one to two hour phone or video conference meeting

  • Follow-up email with summary of recommendations within 2-3 business days

  • 30 days of support to answer questions and address any issues you may have during implementation

Common questions from clients

"Are we financially prepare to buy a home?"

"How do I build up my credit?"

"What's the best way to pay down my student loans?"

"Am I in the right investments?"

"Which debts should I pay off first?"

"Am I on track to retire early?"

Project Planning Fee Schedule

Fees based on complexity of planning


  • One-time fee of $250 - $2,000 

  • Cost will be determined before engagement begins

  • 50% of fee will be due at when engagement begins and remainder to be paid after support period is complete (30 days after plan delivery meeting)

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