Are you looking for a short-term engagement or a check-in, for a financial planner to tell you if you are on the right track, or to answer your specific questions or concerns?
Then we might be a good fit for you. We offer short-term, project-based engagements, usually lasting three to six months.
This type of work typically involves a comprehensive analysis of your financial life, commonly including planning around college, retirement, investments, taxes, insurance, and estate documents.
For people and families who are still working, this can also include looking at employee benefits and employer retirement plans.
For people transitioning into retirement or already in retirement, this can include addressing beginning Social Security and Medicare benefits, managing withdrawal strategies from your investment portfolio, and complying with annual required distributions (RMDs) from certain retirement accounts.
The cost for this engagement can be anywhere from $3,500 to $8,000, depending on the areas of focus and degree of complexity. The project fee is based on estimated hours of staff work that will be needed.
