Project-Based Financial Planning

One-time fee of $3,000-$5,000, based on complexity

This limited engagement addresses your whole financial picture and covers multiple planning topics. Pricing is based on complexity of plan.

• Every client is given a custom tailored quote

• Clients receive a full, written financial plan with an analysis of their current financial situation and recommendations for each topic

• Generally completed within two to three months

• Great for those who have the time and inclination to implement their own financial plan

Ongoing Financial Planning:

Between $3,600 and $6,000 per year, paid monthly

Monthly retainer between $300 to $500 (depending on complexity of planning needs). Addresses your whole financial picture and covers multiple planning topics.

• Every client is given a custom tailored quote and service calendar for the first 12 months.

• Clients receive a full, written financial plan along with support from Stacy to implement the plan during the first year over a series of meetings

• After year one, clients are given the option to continue month-to-month. Ongoing Financial Planning can be cancelled at any time with a 30-day written notice.

• Great for those looking for accountability and financial literacy education as they implement recommendations over a timeline that fits their schedule and lifestyle.