Project-Based Financial Planning Service (Hourly)

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:

Financial goals planning
Financial goals planning
Retirement planning
Retirement planning
Investment advice and recommendations
Investment advice and recommendations
Retirement income strategies: Social Security, pension claiming, & portfolio withdrawals
Retirement income strategies: Social Security, pension claiming, & portfolio withdrawals
Tax planning
Tax planning
Risk management planning & insurance review
Risk management planning & insurance review
Cash flow & debt management
Cash flow & debt management
Estate planning
Estate planning
College planning
College planning
Charitable gifting
Charitable gifting
Employee benefits analysis
Employee benefits analysis

Examples of the variety of clients we serve

Our Process

You're just a few years away from wanting to retire and would like to double check that you will be financially ready.

Our History

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.

Our Values

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.

Our Resources

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.

Fees

Our rate is $295/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.

Typically, we require a portion of the fee be collected in advance with the remainder due upon completion of the advisory engagement. The advance payment is $1,475. However, if the estimated total fee for the engagement likely will be less than $1,475, then the advance payment is 50% of the estimated total fee.

Our Process

Our Project-based Financial Planning Service process generally consists of the following stages:

  1. Questions and answers
    Have a complimentary conversation with you to see how we might help
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  2. Target with arrow
    Together we clarify the topics to address & define the scope of work
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  3. Gather data
    Gather necessary information & documents from you
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  4. Milestone
    Collaborate with you to identify & set relevant goals
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  5. Analyze
    Analyze your current course & potential alternatives
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  6. Planning board
    Develop and present our recommendations to you
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  7. Implementation
    You implement the recommendations when you are ready

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