How much does a financial planner cost?

How much does it cost to work with me as a financial planner?

I believe pricing should be clear before you decide to move forward, so I offer three different planning packages.

My Retirement Consultation is $800 and is designed for someone with a few specific retirement questions.

My Financial Clarity Plan is $2,250, paid over three months. This is for someone who wants a complete financial plan, including retirement, investments, taxes, cash flow and other important decisions.

For clients with corporations, rental properties or more complex planning needs, my Comprehensive Wealth Plan is $3,000, also paid over three months.

There are no commissions or products to purchase. You are paying me directly for my advice, and we decide together which level of planning, if any, is right for you.