Transparent pricing, tailored to your needs
Planning Fees & What to Expect
Planning fees vary based on the scope of your goals and the complexity of your financial picture.
For clients who need help making a specific decision, simplified, decision-focused engagements are available at a lower, clearly defined fee. For those looking for deeper support, comprehensive planning is scoped and priced separately based on the services involved and the level of analysis required.
After an initial conversation, we’ll discuss the fee that aligns with your situation and confirm the level of planning that makes the most sense, so you feel confident you’re getting the right support without paying for more than you need.
Ready to talk through your goals?
Schedule a quick introductory call to discuss what you’re looking for and get a clear next step on the right level of planning.
Financial planning and tax-aware decision work is done by Sarah Shu, CFP®. Any tax implementation or filing services, if needed, is handled through Coastline Tax & Financial.