Get in touch
Some of these calls end with me saying you do not need a plan.
Which is the only way the rest of the site means anything. If what you have is one question, that is $350 an hour and two hours, not $4,200 and ten weeks.
Clients nationwide by video. In person in Durham.
- 01
Free, half an hour
By video or phone. Nothing to prepare and no documents needed.
- 02
What it covers
Whether a plan helps with the decision you actually have in front of you.
- 03
Sometimes the answer is no
An accountant, a conversation with your partner, or nothing at all.
- 04
If yes
A written scope and a fixed fee before anything else happens.
Name the decision, not the net worth
What is in front of you matters far more than how much you have. A household deciding whether to take a redundancy package needs the same work whether the figure is large or small.
Do not put account numbers or balances in this form. It is email, and none of that is needed to work out whether to talk.
Fifth Season Planning is a fictional practice created for demonstration. Fees are illustrative, nothing on this site is investment or tax advice, and no figure here is a projection.