Fees
A transparent, hourly, fee-only structure is one of the ways Embolden Financial Planning LLC brings clarity and confidence to your financial decisions. Simply put, you pay an hourly fee for each hour of financial advice, analysis, or meeting time with no hidden costs, no product sales, and always fiduciary guidance focused on your goals.
Embolden Financial Planning LLC charges an hourly fee of $350 per hour.
How Long Does a Financial Goal Plan Take?
Every financial plan is unique. Developing and delivering your plan, including four meetings, usually takes 16–20 hours, with a time estimate provided at the start so you know exactly what to expect.
How Long Does a Review Meeting Take?
Every Review Meeting is unique, depending on the topics we cover and the questions you bring. Typically, these meetings take 3–5 hours.
Why Is Your Hourly Rate Higher Than Some Others?
The current hourly rate is intentionally set to reflect both fairness and value. With over 20 years of financial planning, real estate investing, and business ownership experience, the rate is intended to balance expertise with accessibility.
What If More Time Is Needed?
While every effort is made to estimate the time required for a financial goal plan or project, it’s not always possible to predict with complete accuracy. If it becomes clear that more time will be needed than originally estimated, Embolden Financial Planning LLC will make its best efforts to let you know so there are no surprises on your invoice.
Do You Receive Commissions, Sell Investment Products, or Insurance?
No. Embolden Financial Planning LLC is fee-only and provides fiduciary advice without commissions or product sales.
Are There Asset Minimums? Is There an Assets Under Management (AUM) Fee?
No. Embolden Financial Planning LLC does not require asset minimums and does not charge asset-based fees.
Are There Subscription Fees or Ongoing Requirements?
No. There are no subscription fees and no ongoing requirements after an engagement is completed. While the goal is to build a long-term relationship, continuing to work together is always your choice.
Is There a Minimum Fee?
The hourly fee is charged in 15-minute increments.
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