Hourly, as-needed financial planning and investment advice to help you Sleep Well At Night

Fees

My hourly rate custom projects is $200 and is billed in 6-minute increments. Fees are either billed hourly based on actual time or at a fixed, per project based on an approximation of my time involved.

I also offer some flat-fee services:

 

eCheckups

Personal financial checkups conducted entirely through a series of email interviews and email dialogue with me, a living, breathing financial planner

Spending Plan eCheckup – $350

Retirement Plan eCheckup – $500

 

2-Hour Financial Planning Session

2 hours, in-person or over Skype to get focused help with a particular area of your personal finances

$350

 

Baseline Retirement Plan

A no-frills, straightforward, yet in-depth retirement planning process aimed at making informed choices about the important decisions you face right now and in the the future

Initial Baseline Retirement Plan – $1,200

Baseline Retirement Plan Update – $600