$250 per hour
Time spent to prep, meet, and follow-up are billed at the hourly rate.
There's 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
2-3 sessions
A few topics -
Medium
$6,000
3-4 sessions
Several topics -
Large
$8,000
4-6 sessions
Many topics