When the standard playbook does not apply.
Some financial situations are too complex for a templated plan. Business owners managing multiple entities, households with concentrated positions, clients coordinating across several custodians or professionals. These situations require a scoped engagement with defined deliverables.
Consulting fees are quoted based on scope and complexity. We also offer hourly consulting at $250 per hour, billed in 15 minute increments, for standalone questions or out of scope work.