Services & Fees
Transparent fees for nearly any budget
Elevate Financial Planning does not have any income or asset requirements and provides various pricing models.
hourly planning
$300/hour
Great for do-it-yourself investors that want a second opinion, pre-retirees seeking a retirement readiness "checkup", or those seeking a-la-carte pricing. Many hourly engagements include cash flow and tax planning. This is the most common engagement.
Project/fixed fee
$750-$4,000
When appropriate, a fixed fee may be quoted.
Fees are finalized prior to the engagement.
On-going planning/retainer
Fees range from $1,800-$8,000 per year.
The most common retainer engagements include clients that require ongoing budgeting help, or clients that want regular, ongoing help.
Reduced Cost engagements
Email with details regarding your situation to be considered for reduced fees.
