"I just need help with this one thing."

Financial Planning Projects are intentionally limited - and therefore focused. They're designed to help you address those most pressing issues in a concise, actionable manner. 

After our analysis and recommendations are delivered, we're also available to help with implementation and answer follow-up questions.  

Some examples:

  • Employee Benefit Optimization

  • Retirement Projection

  • Student Loan Advising

  • College Funding

  • Cash Flow & Budgeting

  • Second Opinion for DIYers

How do Projects work?

After you decide which Project is best for you, we’ll meet to discuss all the details of your unique situation. During this meeting, we’ll ask a lot of questions and gather relevant information. Next we'll do our analysis and begin building your plan. The result of our work will be a detailed assessment of where you are now, where you want to go, and the best way to get you there. You can expect jargon-free action items and the opportunity to ask as many questions as you'd like.

How much does it cost?

We offer three levels of Planning Projects. The price for a One-Time Comprehensive Financial Plan is $2,400. A Life Change project, which addresses two or three related issues, costs $1,200. If you only have questions about a single topic, our One Thing project costs $600. We’ll help you decide which project is best for you after the initial consultation.

Plimsoll Notes

Very infrequently we’ll send you a collection of what we’ve been reading and writing.