$250 per Hour
Includes time for prep, meetings, and follow-up.
No charge for the initial roadmap meeting(s).
We’d meet on your timeline.
Tailored to your needs.
If we decide we’re a mutual fit, the next step would be to review a client agreement with estimates for:
- Scope - breadth and depth of topics
- Timeline - based on our meeting cadence
- Cost - influenced by the factors below
Half of the engagement cost would be due up front with the other half due upon delivery of the plan.
The total cost depends on the:
- Complexity of financial situation,
- Breadth of engagement, and
- Degree of self-service
Sample Engagements
Small
- $4,000
- 3-4 sessions
- A few topics
Medium
- $6,000
- 5-6 sessions
- Several topics
Large
- $8,000
6 sessions
- Many topics
