How do you charge for your services?

Services are provided on an hourly basis.

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 plan. Initial projects can range from 4 – 20 hours. The hourly rate for 2024 is $385.

If you’d like to discuss your situation further, click on the Schedule a Call button to select a day and time convenient for you. I’ll call you then at the number you provide.

Once established as a client, services can be a brief consultation up to a full plan update. If all that is needed is a 6-minute email, then all that is charged is for a 6-minute email. Plan updates can range from 3 to 10 hours. It’s recommended to ask for an estimate in advance of scheduling.

Clients can also purchase blocks of hours at a discount. Ask Holly for further information.