Embolden Financial Planning LLC charges a fee of $300 per hour. The development and delivery of a financial goal plan, including four virtual meetings, typically spans 16 to 20+ hours. The more complicated the financial plan, the more time it will take. A time estimate will be provided at the start of the planning process.

After delivery of your plan, Embolden Financial Planning LLC is available for one-off questions at the rate of $300 per hour, prorated in 15-minute increments. Annual updates of your financial plan and meetings are highly recommended and available for $300 per hour.

Embolden Financial Planning LLC does not require any asset minimums.