Services are provided on an hourly basis. There is no minimum asset level required to work with us.
For a more specific estimate, it’s recommended to schedule a 30-40 minute call. Based on the scope and complexity of agreed-upon work, an estimate will be provided up-front. Once work begins, progress reports are provided along the way.
New clients usually begin with a financial checkup, second opinion project, or a full retirement cash flow plan. Initial projects can range from 5 – 10 hours. The hourly rate for 2026 is $425.
Once established as a client, services can range from a brief consultation to a year-end tax planning project to a full plan update. If all you require is a 6 -minute email, then that is all you are charged for.
Tax planning projects generally run 3 – 5 hours. Plan updates generally range from 3 to 10 hours. Ask for an estimate in advance of scheduling.
If you’d like to discuss your situation further, contact us to select a convenient day and time for a 30-40 minute Zoom conversation (camera optional).