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Packages
While hourly financial planning offers the most customization to your needs and budget, you may be unsure of the cost or time your situation requires. In an effort to give you an idea of what to expect, here are some planning “packages” for the most common situations:
New Graduate
New Parents
Getting It Together
Eye on Retirement
Checking In
As everyone’s circumstances are unique, we cannot be certain of the time your situation will require without an initial consultation. Each package notes an approximate number of hours, which is based on a fairly straightforward client situation. These hours include the planning work as well as a meeting to present the recommendations to you.
The initial consultation, which is free and not included in the stated number of hours, will allow us to better assess if your situation is unusually complex and would require additional time. As with our hourly clients, you will then be given a Financial Planning Agreement stating the services and fee, at which time you may choose whether or not to move forward.
For family members and friends interested in a unique gift idea, we also offer “package” gift certificates. Please note that if the recipient’s situation requires more time than the gifted amount provides, we will offer to eliminate/simplify services of their choosing to avoid additional cost.