Hourly Financial Planning Rates

Our core principles are Transparency and Simplicity. When it comes to our costs, we want nothing left to interpretation. We charge by the hour on our face-to-face time only, since we believe our value is in our interactive conversation, being able to ask questions, exchange feedback, and educating our clients with our process. 

• The first hour: $500 per hour
• The second and third hours: $450 per hour
• Hours four to six: $400 per hour
• Hours seven to ten: $350 per hour
• Over ten hours: $300 per hour

Immediately-renewed planning engagements maintain the hourly rate tier. For example:

• A client renewing a plan immediately (within 12 months of the original agreement signature) having paid for three hours will pay the next hour at $400 per hour. 
• A client who renews a plan 18 months after the original engagement start will pay for the next hour at $500 per hour. 

There is no minimum of hours required for a planning engagement.