Project-Based Planning
Looking for help with a big financial decision?
Some choices like pension options, property purchases, or retirement timing can have lasting financial impact. Getting clear, expert advice up front can help you avoid missteps and make sure you're not leaving money or opportunities on the table.
Our project-based service focuses on just your most pressing financial decision.
No sales pitch. Just thoughtful, unbiased guidance and a detailed look at the numbers so you can move forward with confidence.
here's what you can expect:
We’ll start with a conversation to understand your goals and what’s driving your decisions
You’ll walk away with a plain-language summary of our recommendation and key takeaways to revisit anytime
You’ll receive clear insights tied to your goals with the pros and cons explained in plain language
We’ll guide you through the decision-making process and help you land on what feels right
We’ll analyze the most relevant strategies and compare your options side by side
This is perfect for you if...
INVESTMENT: $300/HR
You’re working through a financial decision that affects more than just the here and now and want clear, objective guidance without jumping into full-service planning.
Frequently asked questions
How is the cost determined for a project?
We quote a flat rate based on the time and expertise required for your project. We also consider the value of the work to your overall financial well-being, making sure the cost reflects the importance and impact of the planning involved.
How long does a project usually take?
Most projects take a few weeks from start to finish, depending on the complexity and how quickly we get the info we need from you. We’ll map out the timeline early on so you know what to expect. That said, we understand that sometimes you need answers quickly. If you're on a deadline, just let us know and we’ll tell you what’s possible.
What do I get at the end of the project?
When is project-based planning a good fit?
It’s a good option when you have a specific question that doesn’t have a simple answer, something that needs a closer look to figure out what’s right for you. For example, you might be deciding between pension options, figuring out if you can afford to retire early, or weighing whether to buy or sell a rental property. If your question needs more than a quick chat or a generic rule of thumb, this service is likely a good fit.
Alongside our 1:1 support, you’ll receive a clear, written summary of our observations and recommendations, plus a simple list of next steps to help you take action with confidence. We’ll also include key details & supporting documents that explain the thinking behind our advice. It’s all designed to be straightforward, easy to revisit, and genuinely helpful as you move forward.
Get in touch to talk through your project and receive a personalized quote.
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