Sometimes, we just have a few questions or a few issues to solve. This limited engagement focuses on those questions and issues.

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

  • Workplace retirement plans (such as a 401(k), 457 or 403(b)) and
    deciding how to allocate your money within those plans.

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.

Attainable Wealth Financial Planning

  • Virtual
  • (904) 994-0454

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