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. It’s 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, like a Roth conversion analysis, a cash flow model for a real estate purchase, or a review of your equity compensation. We scope those separately as they come up. Beyond that, we’re happy to meet again whenever you want 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. 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 start with a $1,500 deposit applied toward their hours, whether for a Discovery and Baseline Review or a custom project. After that, we check in as needed, and we scope any deep-dive work separately as it comes up.
