Flexible Pricing Based On Your Needs

​Financial guidance should be accessible to those who need it most—especially individuals who may not have room in their budget for a traditional financial planner. My pricing reflects this commitment, and I dedicate 25% of my time to pro-bono services.

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Below are sample pricing options based on recent clients, but we can customize a plan that fits your situation and budget. If you're unsure what level of service you need, let's talk—we’ll figure it out together.

 

Comprehensive bi-annual Financial Check-In – $500

A twice-a-year review to keep your finances on track, including:

• A full financial check-up

• Personalized recommendations

• Preparation of your annual tax return

 

Initial Consultation – $150

A two-hour session to assess your situation, provide guidance, and outline next steps.

 

Ad-Hoc Consultations – Custom Pricing

For one-time or occasional assistance with specific financial tasks, I offer tailored support based on your needs.

 

Ongoing Support & Retainers

For those needing regular financial management, customized retainers may include:

• Monthly or quarterly check-ins

• Bill payments, paperwork organization, and tax planning

• Written summaries after each session (or monthly for ongoing clients)

  • Summaries recap key discussions and any changes made, with the option to share with family or keep private.

 

Commitment to Pro-Bono Work

I dedicate 25% of my time to pro-bono clients because financial security shouldn’t be out of reach. If affordability is a concern, let's talk—I may be able to offer reduced-fee services or connect you with helpful resources.

 

No-Obligation Consultation

Your financial well-being matters. Schedule a free, no-pressure consultation to discuss your needs, ask questions, and explore how I can help. Whether or not you move forward, you'll gain clarity on your options.