Five things, priced, all of them paid by you.

A full written plan

$4,200

Four sessions over about ten weeks, a written plan of thirty to fifty pages, and a follow-up session ninety days later to see what actually got done.

A plan, for a household with equity compensation

$5,400

The same, plus the analysis that RSUs, options, and a concentrated position require. Priced separately because it is genuinely more work.

Hourly sessions

$350 an hour

For a single decision — one house, one offer, one inheritance. Most of these are two hours and I will say so before you book three.

Second opinion on advice you were given

$700

Two hours reading what you were told and a written note on what it costs and whose interest it serves.

Annual check-in, former planning clients

$950

One session and an updated plan. Optional, and about half of clients take it in a given year.

Fees are reviewed annually. A plan agreed at one year’s price is delivered at that price however long it takes.