| New Financial/Retirement Plan | We’ll work with you over the course of up to three months to build your financial plan together (one baseline scenario), while teaching you the amazing high-fidelity tool we use in case you want to take the wheel yourself going forward. Topics covered include but not limited to FIRE, healthcare, Social Security, safe withdrawal/spending strategies, investing, Roth conversions, windfalls/inheritance, college costs. | $800/month x 3 = $2,400 |
| Annual Financial Plan Update | We do your annual financial plan update to begin the new year with the latest version of Pralana and your start-of-year account balances, followed by a meeting to review the results and roadmap. | $699 |
| Financial Plan Review | We’ll review/sanity check your Pralana Online inputs and offer some advice and suggestions during a follow-up meeting. Price is for one scenario, each additional scenario is an additional $100. | $499 |
| Year-Round (Monthly) Financial Guidance | First, we build your financial plan (see above) and following that we become your year-round financial mentor and concierge! You get year-round access to our teaching, planning, strategy around your financial life and decisions. | $399/month |
| Total Financial Makeover | Want a money version of those makeover shows that make ordinary people look like movie stars? This service starts with an examination of your current financial picture. It includes strategies to eliminate debt, prepare for higher/vocational education expenses, a new home, retirement, and other financial goals. We teach/mentor you each month in many critical areas of personal finance, including budgeting/cash flow, basic investing, advanced investing/tax strategies, retirement planning, Social Security/Medicare/Health Care strategies, insurances, buying/selling homes, and much more. We work together for six months and you pay $299 each month via subscription. You can cancel at any time. | $299/month |
| Hourly Rate/Special Projects | Consult with us via our low hourly rate for one-off engagements and special projects. | $199/hour |
