Hourly financial planning
You pay for the time you need - nothing more.
Our financial planning process
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We start by getting a clear picture of where you are: income, savings, debts, what you own and what you owe. No judgment, no agenda. Just an honest look at your starting point.
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We organize what we've gathered into a working financial profile — a reference point we build on over time, not a document that goes stale the day it's finished.
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We'll walk through what we found together and talk through priorities in plain language — what matters most right now, and what can wait. You'll leave with a short written summary you can come back to, not a forty-page plan that sits in a drawer.
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The Review Meeting gives you a starting point, not an ending. Some priorities are worth a closer look on their own — a Roth conversion analysis, a cash flow model for a real estate purchase, a review of your equity compensation — and we scope those separately as they come up. Beyond that, we suggest meeting annually to revisit your situation. This is advice-only: we'll tell you exactly what we'd do and why, but you stay in control of your accounts and your execution.
How we start
Every new financial planning relationship begins with a Discovery and Baseline Review — a real, prioritized read on your situation, not a rushed once-over. From there, some priorities may warrant a dedicated deep-dive engagement, scoped separately once we know what's needed. There's no requirement to continue past the initial review — but if it makes sense for your situation, the relationship continues from there.
Custom engagement
Some clients don't need a full plan — they need a clear answer to a specific question. A portfolio review. A Roth conversion analysis. A second opinion on a business decision. If you have a defined question or project in mind, we can scope an engagement around what you actually need. Custom engagements start with a $1,500 retainer applied toward your hours at $300 per hour. There's no ongoing commitment unless that's what makes sense for your situation.
Build a plan that works for you
Financial planning at $300 per hour. New clients begin with a $1,500 retainer, covering your Discovery and Baseline Review. After that, we check in annually to revisit priorities, plus any deep-dive work scoped along the way.
