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#1 - Hourly Financial Planning
#1 - Hourly Financial Planning
Have specific questions or goals? Hourly Financial Planning provides personalized guidance through one-on-one meetings, analysis, and actionable recommendations tailored to your situation. Engagements can be one-off or ongoing.
What are some subjects we can explore?
Career & Life Transitions: Do I have enough saved to take a sabbatical, change careers, or start a business?
Equity & Compensation: How do I best navigate my stock options, RSUs, or employer benefits?
Plan Reviews: I've already got a financial plan. Can we review it for gaps or blind spots?
Retirement Strategy: Am I on track for retirement? How could I reach it sooner?
Inheritance: I’ve just inherited money. What are the most impactful next steps?
Giving & Impact: What’s the right balance between charitable giving, saving, and investing?
Pricing
Hourly Financial Planning:
Rate: $250 / hour
No Minimums: You control the frequency and duration of meetings, as well as scope of work.
Note on time: Hourly rates are applicable for meetings as well as research and analysis if required outside of meetings.
Process: After a brief intro call to discuss your goals, I will provide a time estimate. Although time estimates will vary by client need and complexity, here are some typical examples of how this service could be used:
Quick Call: Explore a simple, singular topic or a list of questions.
Regular Sync: Weekly or monthly meetings to work through specific problems.
Deep Dive Projects: Guidance and modeling around more complex situations, decision, or life changes.
#2 - Comprehensive Financial Planning
#2 - Comprehensive Financial Planning
The Comprehensive Financial Planning service addresses your top-of-mind priorities while covering every essential aspect of your financial life on an ongoing basis. This includes regularly updating your strategy whenever your situation changes.
What's included in this service?
Investment planning
Debt repayment planning
Cash flow planning
Employee benefits review
Tax planning
Insurance review
Education planning
Retirement planning
Estate planning
Ongoing support:
Updates to your plan provided as your situation changes
Email support to answer questions
Scheduled meetings available via phone, virtual, or in-person (in Nashville) as needed
Pricing
Comprehensive Financial Planning:
Fees typically range:
Engagement Fee: $1,200 - $3,600*
Annual Fee: $4,800 - $6,000*
#3 - Portfolio Management
#3 - Portfolio Management
This service is designed for clients who prefer to delegate the day-to-day management of their investment portfolio. This service is offered in conjunction with Comprehensive Financial Planning and is not available on a stand-alone basis.
What's included in this service?
Execution of investment-related trades with respect to your financial plan
Monitoring and rebalancing of portfolio
Communication of tax consequences of transactions
Pricing
Comprehensive Financial Planning with Portfolio Management:
Fees typically range:
Engagement Fee: $1,200 - $3,600*
Annual Fee: $4,800 - $8,400*
Fees may be negotiable in some situations.
Note on Engagement Fees: Comprehensive Financial Planning involves regular meetings during the first few months to understand your goals and build your plan. To compensate for this initial phase while keeping your long-term costs low, I charge a one-time Engagement Fee, invoiced upfront.
* Note on Complexity: Fees are based on the anticipated complexity and time required to service your household. While most clients fall within the typical ranges above, actual quotes may be higher for complex situations including, but not limited to:
Business ownership
Highly structured estate plans
Private/illiquid investments or multiple rental properties
Not sure where to start? Schedule an Introductory Meeting
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