All services

Services & Pricing

Transparent pricing, clear scope, and a signed engagement letter before any work begins.

Pillar 1

Financial Advisory & Business Consulting

For business owners who need rigorous financial analysis and a reliable thinking partner.

ServiceTypePrice
Financial Clarity Session60-minute diagnostic session with written summary memo Flat fee $350 – $550
Business Advisory RetainerOngoing monthly advisory relationship — analysis, meetings, decision support Monthly $750 – $1,800
Decision Support ProjectFinancial modelling and analysis for a specific business decision Flat fee $1,200 – $4,500
Business Structure AdvisoryFinancial framework analysis of business structure options Flat fee $800 – $1,800
Internal Controls ReviewObservation-based review of financial processes; advisory recommendations only Flat fee $1,200 – $3,000
KPI & Reporting DesignIdentify key metrics and build a reporting framework for your business Flat fee $1,000 – $2,500
Pillar 2

Financial Coaching & Personal Finance

Financial coaching and education for individuals and families. Not financial planning — coaching and education.

ServiceTypePrice
Money Snapshot SessionOne-time 60-minute session to see your full financial picture clearly Flat fee $250 – $400
Financial Foundations ProgramMulti-session structured program — budgeting, debt, saving, financial literacy Flat fee $900 – $1,400
Home Purchase ReadinessHonest assessment of financial readiness to purchase a home Flat fee $800 – $1,200
Monthly Money CoachingOngoing monthly coaching, accountability, and check-ins Monthly $250 – $500
Pillar 3

General Advisory Services

Advisory for businesses and individuals who need CPA-credentialed perspective on demand.

ServiceTypePrice
Ask-Me-Anything SessionOpen-agenda advisory session — bring your question, get a direct answer Flat fee $200 – $350
Trusted Advisor RetainerOngoing monthly retainer covering any financial question — business or personal Monthly $600 – $1,400
All services require a signed engagement letter before work begins. Pricing shown is a range — the specific fee for your engagement is confirmed in the engagement letter. Scope creep provisions apply to all retainer and project engagements.
Not sure which service fits?

Start with a Financial Clarity Session

A standalone session — not tied to any pillar. The most efficient way to get a clear picture of your situation and determine what kind of ongoing support — if any — makes sense for you.

Learn about the Clarity Session →