Pricing + Services

 
 

Small business assessment and branding consultation starts at $75 per hour.

Our Fiduciary Statement »

 

Same Day Setup

$100/ you bring strings — One day a week the shop only focuses on setups, with same-day turn around. All setups are by-appointment only, first come first serve. So, schedule your appointment today! Setup Appointment »

Estate planning

Variable hourly rate — Description text. Sed ac urna lacus. Donec fermentum venenatis ipsum, eu efficitur mi placerat quis. Donec et convallis metus, et luctus odio. Fusce porta quam purus, vel consectetur est luctus vel.

Retirement planning

Variable hourly rate — Description text. Donec fermentum venenatis ipsum, eu efficitur mi placerat quis. Donec et convallis metus, et luctus odio. Fusce porta quam purus, vel consectetur est luctus vel. Sed ac urna lacus. 

Portfolio and asset management

Variable hourly rate — Description text. Donec fermentum venenatis ipsum, eu efficitur mi placerat quis. Sed ac urna lacus. Donec fermentum venenatis ipsum, eu efficitur mi placerat quis. Fusce porta quam purus, vel consectetur est luctus vel.

Tax planning - 

Personal: $175/hour — Description text. Sed ac urna lacus. Donec fermentum venenatis ipsum, eu efficitur mi placerat quis. Donec et convallis metus, et luctus odio.

Business: $250/hour — Description text. Sed ac urna lacus. Donec fermentum venenatis ipsum, eu mi placerat quis. 

Cash flow expense planning

Personal: $125/hour — Description text. Proin gravida ex id consectetur lobortis. Donec fermentum venenatis ipsum, eu efficitur mi placerat quis.

Business: $175/hour — Description text. Donec et convallis metus, et luctus odio. Fusce porta quam purus, vel consectetur est luctus vel.

Insurance and risk management

Personal: $125/hour — Description text. Proin gravida ex id consectetur lobortis. Fusce porta quam purus, vel consectetur est luctus vel. Sed ac urna lacus.

Business: $175/hour — Description text. Donec fermentum venenatis ipsum, eu efficitur mi placerat quis. 

Debt reduction and management

$125/hour, payment plans available — Description text. Donec et convallis metus, et luctus odio. Fusce porta quam purus, vel consectetur est luctus vel. Sed ac urna lacus. Donec fermentum ipsum venenatis ipsum, eu efficitur mi placerat quis.

Charitable giving

$125/hour —Description text.  Sed ac urna lacus. Donec fermentum venenatis ipsum, eu efficitur mi placerat quis. Donec et convallis metus, et luctus odio. Fusce porta quam purus, vel consectetur est luctus vel.