Plans and Pricing

One Time Consult

1/2 Percent of Annual Salary

(Example: $100,000 salary would cost $500)

Valid for 2 months

This plan includes:

  • Financial intake

  • 1-hour personalized financial assessment in person or via Zoom

  • Pension education

Annual

1 Percent of Annual Salary

(Example: $100,000 would cost $1,000)

Valid for 1 year, Can Be Renewed Each Year

​This Includes:

  • Financial intake

  • 1-hour personalized financial assessment in person or via Zoom

  • Bi-monthly check ins

  • Annual budget and assessment review

  • Goal setting

  • College planning

  • Retirement review

  • Pension education

  • Investment education

  • Debt repayment

Custom - A la carte

Fee is Negotiated Per Service

This can include:

  • Goal setting

  • Retirement review

  • Investment education

  • College planning

  • Pension education

  • New Jersey Pension issue assistance

  • Debt repayment