Planning packages
Two tiers.
You choose your price.
Both packages are priced by you, within a range built on two years of market testing.
Clarity Session
⚡
One focused session.
One topic. One hour. Real direction.
$200–$300
per session · 60 minutes
- ✓1 focused planning session (60 min)
- ✓One defined planning topic
- ✓Follow-up email with next steps
- ✓7-day window for follow-up questions
- ✓Identify 1 financial goal to act on immediately
Example topicsStart an IRA, optimize equity comp, evaluate a refinance, understand your 401(k), build a first budget, and more.
Perfect for meaningful life milestones like graduation, a new job, or starting a family.
The Roadmap
🗺️
Three sessions.
Discovery through a written plan.
$800–$1,200
multi-session engagement
- ✓Prep session + 3 planning sessions
- ✓Discovery, strategy, and plan delivery
- ✓Build a roadmap around 2–3 priorities
- ✓Personalized written financial plan
- ✓45-day follow-up window
Best suited forComprehensive financial review, major life transitions, combining finances after marriage, first home purchase planning, and career changes with equity compensation.
Perfect for meaningful life milestones like graduation, a new job, or starting a family.
Side by side.
| Clarity Session | The Roadmap | |
|---|---|---|
| Price range | $200–$300 | $800–$1,200 |
| Sessions | 1 | 3 + prep |
| Length | 60 min | Multi-session |
| Topics | 1 topic | 2–3 priorities |
| Follow-up email | ✓ | ✓ |
| Written plan | — | ✓ |
| Follow-up window | 7 days | 45 days |
| Pre-session brief to advisor | ✓ | ✓ |
| Session recap | ✓ | ✓ |
| Best for | Smaller milestones, targeted questions | Major life transitions, comprehensive review |
You set the price within a range.
The ranges above are based on two years of pricing data from the founding practice. You can price within these ranges based on your market, your positioning, and your client base.
Most advisors start at the midpoint and adjust after their first few sessions.
37%
average conversion rate across all sessions
14
new ongoing clients from gifted sessions