Consulting

We offer other levels of service.

While most of our clients prefer to have us manage all of their financial affairs, we do offer other levels of service. Those not seeking to hire a full-time financial planner may choose to become clients on a consultative basis. Our consulting services work just like just like hiring a professional for one-time projects, whether a lawyer for drafting a contract or an accountant for submitting a tax return.

Please note the following price ranges may vary depending on the complexity of the case. Estimates will be given in advance before billable hours commence. In addition, we ask for a $3,000 retainer. For each type of service listed below, our team will do a comprehensive review and provide recommendations.

Type of Service General Rate
Hourly Consulting $500/hour
Asset Mix Review + Plan Design $1,000 – $1,500
Estate and Insurance Review + Plan Design $3,000 – $4,000
Retirement Plan Review + Plan Design $3,000 – $4,000
Cashflow and Debt Management Review + Plan Design $2,000

*A $3,000 retainer is required for case work.

Building Your Plan

At Clear Focus Financial, we help you build a plan to reach your goals, and show you how best to put your plan into action. Our objective is to make sure that your plan makes sense to you — that you feel comfortable with it, and that it gets you closer to where you would like to be. Even a small step in the right direction is better than no step at all, and we are here to help with that.

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