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Pricing

Hourly Consultation Services

  • Standard Hourly Rate
    • Single-topic consultations for specific retirement questions
    • One-time portfolio reviews or second opinions
    • Targeted analysis of specific retirement concerns
    • Annual retirement plan checkups
    $120 Per Hour Get Started
  • Package Hourly Rate
    • Single-topic consultations for specific retirement questions
    • One-time portfolio reviews or second opinions
    • Targeted analysis of specific retirement concerns
    • Annual retirement plan checkups
    • Must be used within 6 months from date of first invoice
    2-5 hour package
    $100 /hr
    6+ hour package
    $88 /hr
    Get Started

Comprehensive Retirement Planning Services

50% deposit due upon signing or delivery of first financial documents or other pertinent information by the client. Partnered couples may qualify for the married couples price; each situation will be assessed on a case by case basis. Plan delivery typically 2-6 weeks after signing, varying based on information gathering and client availability. These fees are negotiable, and may be increased due to the complexity of a plan. Any consultations involving outside professionals (attorney, accountant, etc.) are always an additional charge to be billed at the hourly rate.

  • Single Individual
    • Retirement Strategy Development - Including income planning, Social Security optimization, and tax-efficient withdrawal strategies
    • Financial Review & Validation - Analyzing your existing strategies and providing second opinions
    • Asset and Wellbeing Protection - Addressing healthcare costs and long-term care planning
    • One-year retirement planning software access
    • Ongoing Advisory Support - Regular updates and guidance through life transitions
    • One Comprehensive Retirement Plan
    $1200 (50% Deposit Required) Get Started
  • Married Couple
    • Retirement Strategy Development - Including income planning, Social Security optimization, and tax-efficient withdrawal strategies
    • Financial Review & Validation - Analyzing your existing strategies and providing second opinions
    • Asset and Wellbeing Protection - Addressing healthcare costs and long-term care planning
    • One-year retirement planning software access
    • Ongoing Advisory Support - Regular updates and guidance through life transitions
    • One Comprehensive Retirement Plan
    $1400 (50% Deposit Required) Get Started

Fees include phone calls and meetings (both online and in-person).

Full pricing details can be found in our brochure (Form ADV Part 2A & 2B) located in the resource section of our website

Contact Us

Get in Touch

Book a FREE 30 minute introductory call to go over your needs and unique situations and create a plan just for you. Serving all clients across the United States, except Louisiana.

Getting Started

Let's Talk

Want to see if we're a good fit? Let's chat! Schedule a free consultation to talk about your retirement goals and how I can help.


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