Modular Planning.
Our Modular Financial Planning service provides you with hourly or project-based financial planning. Common projects include RE portfolio analysis, tax planning, estate planning, insurance analysis, early retirement assessment, or investment portfolio second opinions.
Our Fees.
This service is priced based on the complexity of the planning engagement.
The typical financial plan will cost between $3,000 - $5,000, but more limited engagements may start at $500, and more extensive engagements could be as much as $5,000.