Our Project-Based Financial Planning Service is designed for clients who want a one-time full financial "check-up” (what we call a comprehensive financial plan) or who have a few specific financial questions they need help addressing.
As a client, you will have access to the following services, which are tailored to meet your needs and objectives:
You're just a few years away from wanting to retire and would like to double check that you will be financially ready.
You’re a Do-It-Yourself (DIY) investor and have been managing your portfolio on your own for years, but you’d like a second opinion to make sure that your portfolio is constructed as efficiently as possible.
You’re a busy, working couple and need a roadmap for your finances, including answers to questions like whether you have enough insurance, your investments are allocated properly, and if you are saving enough.
You’re a mid-career professional beginning a job at a local university. You’d like some professional guidance on your employee benefits and retirement plan.
Our rate is $260/hour for the Project-based Financial Planning Service.
Your hourly fee total will depend upon the scope of work, which will consider your specific needs. We will have a complimentary conversation to better understand your needs and inform the estimated cost range we provide.
We require an advance payment of a portion of the fee with the remainder due upon completion of the advisory engagement. The advance payment is $1,300. However, if the estimated total fee for the engagement likely will be less than $1,300, then the advance payment is 50% of the estimated total fee.
Our Project-based Financial Planning Service process generally consists of the following stages: