Project-Based Work – Starting at $500 and based on complexity
Do you think that you may need a few sessions with an advisor but don’t think you are ready for an on-going engagement?
- Projects may involve some data gathering, review, and analysis by the advisor
- Often include multiple sessions or follow-up
*Upon completion of the project, the client may choose to maintain on-going relationship with the advisor. In this situation, the up-front fee for comprehensive planning may be waived