Engagements
Advisory priced by the depth of the work
Every engagement runs on the same reference desk and the same eleven specialists. The only difference is how much of the bench you put on your file, and for how long.
Single consultation
$450per session
One specialist, one question answered properly — a tax position, a debt payoff order, a portfolio review.
- 60-minute session with the specialist you choose
- Written plan filed to your client file
- Risk, cost, tax and goal-alignment scorecard
- Reference figures cited and dated
Most engaged
Full plan build
$3,200one-time
The whole bench works your file in sequence, then the lead consultant synthesises one sequenced plan.
- Discovery, cash flow, debt, tax, investment, retirement, risk and estate reviews
- Sequenced action plan with owners and dates
- Client portal with plan, goals and progress timeline
- Two follow-up sessions in the first 90 days
Ongoing oversight
$780per month
Private wealth management: continuous monitoring, quarterly rebalancing reviews and unlimited messaging.
- Quarterly review with the lead consultant
- Unlimited portal messaging with the bench
- Annual tax-position and estate-document check
- Progress tracked against every goal in your portal
Specialist hourly rates and packages
Hourly work is billed in 30-minute increments against the consultant you book. Each specialist also offers one fixed-fee package for the complete piece of work.
| Consultant | Discipline | Credentials | Hourly | Package | Fixed fee | Availability | |
|---|---|---|---|---|---|---|---|
| Aria | Discovery & Client Counseling | CFP®, MSc Behavioural Economics | $420/h | Full discovery & roadmapTwo sessions, complete fact base, written roadmap with specialist handoffs. | $950 | Mon–Fri · 08:00–16:00 ET | Book |
| Otto | Cash Flow & Budget Architect | CPA, AFC® | $340/h | 90-day cash-flow rebuildSpending audit, allocation system, two follow-up checkpoints. | $780 | Mon–Thu · 07:00–15:00 CT | Book |
| Vera | Debt & Credit Strategist | CFP®, Certified Credit Counselor | $360/h | Debt payoff blueprintFull liability schedule, ordered payoff calendar, refinance analysis. | $690 | Mon–Fri · 09:00–17:00 ET | Book |
| Kai | Investment & Portfolio Analyst | CFA, CAIA | $480/h | Portfolio review & rebuildHoldings audit, target allocation, transition plan with tax sequencing. | $1,250 | Tue–Fri · 10:00–18:00 ET | Book |
| Nadia | Retirement & Longevity Planner | CFP®, RICP® | $450/h | Retirement funding planGap analysis, contribution schedule, drawdown and claiming strategy. | $1,150 | Mon–Fri · 08:00–15:00 MT | Book |
| Elias | Tax Efficiency Consultant | CPA, Enrolled Agent | $470/h | Tax position reviewPrior-year return read, current-year projection, multi-year action calendar. | $890 | Mon, Wed, Thu, Fri · 09:00–17:00 ET | Book |
| Sloane | Risk & Insurance Specialist | CLU®, ChFC® | $380/h | Protection auditNeeds analysis across life, disability and liability, with policy recommendations. | $740 | Mon, Tue, Thu, Fri · 08:30–16:30 CT | Book |
| Imogen | Estate & Legacy Planning | JD, AEP® | $520/h | Estate readiness reviewDocument inventory, beneficiary and titling map, structure recommendations. | $1,380 | Tue–Thu · 10:00–17:00 ET | Book |
| Rosalind | Private Wealth Management | CFA, CPWA® | $560/h | Ongoing wealth oversightMonthly retainer: quarterly reviews, unlimited messaging, annual full re-plan. | $780 | Mon–Fri · 09:00–18:00 ET | Book |
| Marcus | Business & Corporate Finance | MBA Finance, CVA | $500/h | Owner finance reviewEntity and comp analysis, working-capital model, exit readiness assessment. | $1,420 | Mon, Tue, Wed, Fri · 08:00–16:00 PT | Book |
| Taya Pro Consulting Lead | Chief Consultant & Plan Synthesis | CFP®, CFA — Lead Consultant | $620/h | Full plan buildThe whole bench works the file, then one integrated sequenced plan. | $3,200 | Mon, Wed, Fri · 09:00–16:00 ET | Book |
| Ivo | Strategic Finance Lead | MBA Finance, ex-investment banking & strategy consulting | $620/h | Ambiguous project, owned end to endScoping, bottom-up sizing, base-case model, three scenarios and an executive decision memo. | $4,200 | Mon–Fri · 08:00–17:00 ET | Book |
| Marguerite | Commercial Deal Desk & Partnerships | CFA, ex-private equity and commercial finance | $580/h | Deal desk engagementStructure options, pricing and rate card, partner P&L, negotiation guardrails and post-close scorecard. | $3,600 | Mon–Fri · 09:00–17:00 ET | Book |
| Soren | Forecasting & Scenario Modeling | MSc Mathematics, FMVA | $540/h | Model build & auditModel architecture, calibration, multi-year forecast, scenario layer and controls. | $2,900 | Mon–Thu · 07:00–15:00 CT | Book |
| Priya-Anne | Consolidation & Operating Costs | CPA, ex-Big Four FP&A | $500/h | Cost & reforecast cycleConsolidation map, cost and headcount build, variance bridge, reforecast and monthly reporting pack. | $2,400 | Mon–Fri · 07:30–15:30 CT | Book |
| Halden | Executive Narrative & KPI Scorecards | MBA, ex-strategy and business analytics lead | $520/h | Executive readout & scorecardMetric definitions, answer-first narrative, exhibit and dashboard spec, KPI scorecard and readout plan. | $2,200 | Mon–Fri · 09:00–17:00 PT | Book |
| Dario | Business Strategy & Positioning | MBA Strategy, ex-management consultant | $480/h | Strategy sprintBusiness model, competitor read, positioning, validation plan and 12-month roadmap. | $1,650 | Mon–Fri · 08:00–16:00 ET | Book |
| Lena | Operations & Systems Consultant | Lean Six Sigma Black Belt | $420/h | Operations rebuildProcess map, bottleneck fix, two SOP sets, tooling plan and dashboard. | $1,280 | Mon–Thu · 07:00–15:00 CT | Book |
| Theo | Growth, Sales & Marketing | MSc Marketing, ex-VP Growth | $440/h | 90-day growth engineFunnel diagnosis, channel tests, message angles, sales process and weekly targets. | $1,420 | Mon, Tue, Wed, Fri · 09:00–17:00 PT | Book |
| Amara | Learning Path & Study Strategy | MEd Learning Sciences | $260/h | 12-week study planTime audit, topic sequence, weekly timetable, retention system and four checkpoints. | $640 | Mon–Fri · 15:00–21:00 ET | Book |
| Jonah | Admissions & Applications | Former admissions reader, MA Education | $320/h | Full application supportCandidacy read, programme list, dated timeline, essay outlines and recommender briefs. | $1,450 | Mon, Tue, Thu, Fri · 10:00–18:00 ET | Book |
| Priya | Career Skills & Certification | SHRM-SCP, career development specialist | $290/h | Career switch planGap matrix, credential plan, three scoped projects and 30/60/90-day milestones. | $860 | Mon, Wed, Thu, Fri · 08:00–16:00 CT | Book |
| Isolde | Brand & Design Direction | BA Design, brand director | $460/h | Brand identity buildAudit, positioning, personality, voice rules and a full applied visual system. | $1,980 | Mon–Thu · 09:00–17:00 ET | Book |
| Rafa | Content & Storytelling | MA Journalism, content strategist | $380/h | 90-day content engineNarrative spine, pillars, dated calendar with hooks, workflow and measurement loop. | $1,180 | Mon–Fri · 08:00–16:00 PT | Book |
| Nico | Creative Product & Innovation | MDes, product design lead | $470/h | Concept to launchUser insight, scored concepts, prototype plan, launch scope with cut list and iteration loop. | $1,740 | Mon, Tue, Wed, Fri · 09:00–18:00 ET | Book |
Full bios, weekly capacity and current booked status live on the practice dashboard.
What every engagement includes
Dated, sourced numbers
Federal brackets, contribution limits, Treasury yields and index closes are stored in the practice database and refreshed from their public sources.
A written plan, not a chat log
Each specialist files a plan against your client file with a scorecard for risk, cost, tax impact and goal alignment.
A portal of your own
Your file, messages, bookings, goals and progress timeline stay available between sessions.