Work with us

Project Client

Project clients can be DIY investors - they’ve educated themselves and have done well setting up a successful financial life on their own…

Or they’re just getting started, don’t have a lot of moving parts, and they want to get the basics right so they don’t make any big mistakes.

You define the agenda as a Project Client - we’ll work on whatever topic(s) decide, and we’ll simply bill you for the hours worked.

There is no long-term commitment, we solve your current issues and give you answers then send you on your successful way!

Typical services might include student loan analysis, a second opinion on your investments, insurance review, or running a basic long-term plan.

Image of a woman climbing upwards.

What You'll Get

  • You set the agenda here! We’ll meet to discuss your goals and desired outcomes, then exchange whatever data is necessary.
  • Once the data is reviewed and we’ve collaborated on some solutions, you decide how much extra work we do from there! We can be as simple or as detailed as you require.


Hourly Fee: $250

Project Clients receive services on a hourly basis. We require a $500 upfront deposit (2 hours) to begin a project, then additional hours are billed once the work is completed.