Choose Your Financial Planning Service
Professional consultation plans designed to fit your needs and budget — all include personalized guidance and ongoing support
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed strategies.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with financial planning basics
$250
per month
- Monthly 60-minute consultation session
- Personalized budgeting guidance and tools
- Email support between sessions
- Basic financial goal planning
Service Fee: 1.5%
Comprehensive Planning
Complete financial planning with advanced strategies
$450
per month
- Two monthly consultation sessions (90 minutes each)
- Advanced budgeting and resource allocation
- Priority email and phone support
- Retirement and long-term planning guidance
- Tax planning consultation
Service Fee: 1.25%
Premium Advisory
Unlimited access to expert financial planning advice
$750
per month
- Unlimited consultation sessions
- Comprehensive financial analysis and planning
- 24/7 priority support access
- Estate and succession planning guidance
- Business financial planning consultation
- Quarterly financial review sessions
Hourly Rate: $125
Payment Information: All prices are in USD and billed monthly in advance. Service fees apply to consultation services as indicated above.
Tax Information
Prices include all applicable taxes and fees.
Business clients may be eligible for tax deductions on consultation fees — please consult your tax advisor.
Representative APR 8.5% APR variable based on consultation frequency and service level
Compare Our Planning Services
| Features | Essential Planning | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Monthly Consultations | |||
| Email Support | |||
| Phone Support | |||
| Advanced Planning | Email Only | Email & Phone | 24/7 Priority |
| Resource Allocation Guidance |
Questions About Our Services
Need help choosing the right plan or want to learn more about our approach
Talk to an Advisor