FAQ
Common Questions
Answers to basic questions about the first consultation, advisory scope, and coordination.
Is the first consultation free?
Yes. The introductory consultation is a 30-minute fit and goals conversation.
What does the advisory review cost?
Focused advisory work is listed at $100/hour after scope is discussed.
Do I need to buy products?
No. Planning and implementation processes are independent from each other.
Can I just get a plan?
Of course. That is what most families do.
Can you coordinate with my CPA or attorney?
Yes. Planning often benefits from coordinated tax and legal context.