Single Session Planning

Just Have One Question?

What: we can do a single meeting (2-3 hours) and discuss your question.

How Much: Range of $500 - $2500 depending on question. Average is around $750.

Why: If you’re not quite ready for an ongoing relationship OR you just have one big, burning question, a single planning meeting is great way to get the support you need.

Common Questions: Tax planning, insurance review, retirement contributions, and almost anything else that touches your financial life (see note below)

Note: we can touch on almost any topic…except specific investment related questions (allocation, accounts, etc). Those are reserved for an ongoing relationships.

Bonus: if you become an ongoing client in the next 12 months, it will lower your ongoing fee by the same amount already spent! Huzzah!