straightforward pricing
$360 / Hour or Flat Fee
Typical Projects
Your story and situation are unique. In our first meeting we will discuss what planning you need now and how I can best help you.
After the meeting I will provide a written quote listing exactly what topics will be covered in your project.
I charge a flat fee for the retirement or withdrawal projects described below. The fee is based on complexity. Future updates are charged at the hourly rate.
There are a few main categories that projects typically fall into.
Retirement Planning
When will you have enough to retire without risking running out of money later in life?
Are there things you don’t know about your readiness?
What actions should you take now to improve upon what you have been doing?
(Flat fee by complexity: $2,900 (single) or $4,500 or $6,480)
Withdrawal Planning
How will you create a “retirement paycheck” by withdrawing tax-efficiently from your retirement savings?
Specifically which investments should you sell first?
Should you do Roth conversions and if so, how much?
(Flat fee by complexity: $4,500 or $6,480)
Investment Reviews & Recommendations
When you work with me, you retain control of your investments.
I will review your portfolio in its entirety and coordinate it with the other aspects of your financial plan.
Using my specific recommendations, you will make the changes yourself.
The update schedule is up to you. There are no ongoing fees or obligations. Updates are $360/hour.
Typical topics for updates include:
– Investment rebalance
– Current safe spending
– Roth conversion strategy review
– Withdrawal priority list
– Social Security claiming
– Tax return review
Don’t Put Off Planning Any Longer!
✓ fiduciary
✓ fee only