Project-Based Financial Planning

The Project-Based Financial Planning engagement is for people wanting a short-term relationship with a financial planner who cares about their future.

In this engagement, our services will end after presenting our recommendations addressing  your areas of concern. 

What makes Project-Based Financial Planning different from the Financial Fitness Review?

The number of financial planning services, and the number of scheduled meetings, in this engagement exceed the scope of work for the Financial Fitness Review.

The services provided with Project-Based Financial Planning engagement do not constitute a comprehensive financial plan and do not include ongoing recommendations of your securities, cash, or other assets. If this sounds more like what you are looking for than consider Wealth Planning

Meeting Sequence


Discovery Conversation

We will get a vision of your challenges, opportunities, goals, and intentions to determine if a mutual fit is possible. If so, we will then collect the information needed to calculate the fee.


Plan of Action Appointment

We will present the fee, answer any questions you might have, and help you through any concerns to arrive at your decision.


Limited Scope Financial Planning

The number of appointments that follow depend on the financial planning matters being addressed, with the engagement concluding after presenting our recommendations addressing the areas of concern to you.

We charge a fixed fee based upon the scope of financial planning services agreed to in the Project-Based Financial Planning engagement and the complexity of your financial situation. The minimum fee for this service starts at $1,800.

We are fiduciaries. All recommendations made are in your best interests.

Ready to schedule a 20-minute Discovery Conversation?