Financial Planning


$200 per hour

Best For:

2nd Opinions


Start at $50

Best For:

Getting Started

*We take pride in being custom to your situation, so we will quote you in advance, so there aren’t any surprises! As an example, a basic review of income, saving, and budgeting takes 2-3 hours, a standard financial plan takes 4-8 hours, whereas an advanced situation takes 8+. After the project is complete, an invoice (via Stripe) will be sent where you can enter your payment details.

**Think of this like working with a personal trainer but for your finances! Based on our hourly rate of $200 per hour, we break it into sessions for a lower barrier to entry. Don’t worry, there aren’t any long-term contracts and we still charge retroactively, so if you cancel or we don’t deliver, you don’t pay!