Financial Planning – Focused Session
What will you get?
Two virtual sessions in which we will go over 1-3 questions/issues you might have.
A follow-up short plan summarizing the outcome of our conversation and outlined step-by-step actions.
Subjects we might discuss
How much will if cost?
The fee for this engagement is a flat rate of $2,495, with 50% due at the start and the remaining balance payable upon completion. Typically, engagements last between 4 to 12 weeks.
You will know the exact cost upfront, regardless of the time required to resolve the issues. On average, I dedicate 7-10 hours to the plan, with 2-3 of those hours spent in direct collaboration.
What else do you need to know?
How do I know which plan I need? Don’t worry. After we speak (and I always have a free first call to see if I can even help), I will follow-up with detailed email about what types of services would work best for your situation, how much they will cost and how to start.
I also provide hourly services at $300 per hour. Normally, a focused plan makes more sense unless you have a very specific question that I can address in less than 5 hours.