The hourly project-based financial planning fee is $325/hour. These engagements are short term in nature and cover planning areas such as retirement funding, portfolio review, debt analysis, taxes, estate, and insurance coverages. Depending on the complexity of the situation, fees for these short-term planning engagements are typically in the range of $2,000-$3,000.
By the conclusion of these engagements clients will be armed with new information, analysis, and recommendations with which they themselves will ultimately implement and monitor.