Clear, Transparent Pricing
We believe in transparent pricing that reflects the complexity of your financial situation.
You can use the button below to learn which level you would fall into based on your situation, then we'll provide a firm quote within these ranges during your consultation.
Residents & Fellows
We offer a sliding scale for a limited number of residents and fellows each year.
Level 1
For lower complexity cases (typically 10-20 hours of work)
$3,500 - $7,000
Level 2
For moderately complex cases (typically 12-25 hours of work)
$4,200 - $8,750
Level 3
For high complexity cases (typically 20-40 hours of work)
$7,000 - $14,000
Ongoing Support
After your initial plan, we provide ongoing support at $350 per hour to help you stay on track and adjust your plan as needed.
Clear, Transparent Pricing
We believe in transparent pricing that reflects the complexity of your financial situation.
You can use the button below to learn which level you would fall into based on your situation, then we'll provide a firm quote within these ranges during your consultation.
Residents & Fellows
We offer a sliding scale for a limited number of residents and fellows each year.
Level 1
For lower complexity cases (typically 10-20 hours of work)
$3,500 - $7,000
Level 2
For moderately complex cases (typically 12-25 hours of work)
$4,200 - $8,750
Level 3
For high complexity cases (typically 20-40 hours of work)
$7,000 - $14,000
Ongoing Support
After your initial plan, we provide ongoing support at $350 per hour to help you stay on track and adjust your plan as needed.
Clear, Transparent Pricing
We believe in transparent pricing that reflects the complexity of your financial situation.
You can use the button below to learn which level you would fall into based on your situation, then we'll provide a firm quote within these ranges during your consultation.
Residents & Fellows
We offer a sliding scale for a limited number of residents and fellows each year.
Level 1
For lower complexity cases (typically 10-20 hours of work)
$3,500 - $7,000
Level 2
For moderately complex cases (typically 12-25 hours of work)
$4,200 - $8,750
Level 3
For high complexity cases (typically 20-40 hours of work)
$7,000 - $14,000
Ongoing Support
After your initial plan, we provide ongoing support at $350 per hour to help you stay on track and adjust your plan as needed.
Use this questionnaire to get an idea of which level you'll be in.
Use this questionnaire to determine which service level you're in.