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Choose your pricing plan

  • New Client Consultation

    0$
    Free video conference consultation for new clients to review needs and services. Zoom and MS Teams available.
    Free Plan
    • Financial Planning Services

  • Comprehensive Financial Plan*

    0$
    An in-depth financial review and plan covering your current financial position, investments, taxes, insurance, retirement, and estate matters. Custom quotes available.
    Free Plan
    • Financial Planning Services

  • Annual Subscription

    1,200$
    The annual plan is designed for those who are beginning their personal finance journey. It includes a comprehensive budget review, as well as a broad review of investments, retirement, and taxes.
    Valid for 12 months
    • Financial Planning Services

  • Ad-hoc hourly consulting

    200$
    Financial Advising based on hourly rates for ad-hoc consulting via online conferencing. Zoom or MS Teams available.
     
    • Financial Planning Services
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