Can I afford it?
Yes - if this is something you value.

Lazarus Financial Planning is a fee-only financial planning firm and charges for services on a retainer basis, project basis, or hourly consultation basis.

Your project fee is based on the scope of work needed and your ability to pay, as determined by your gross income or your net assets. This allows everyone equal access to the same quality of professional advice.

For new clients, financial planning fees range from $400 to $4,500. If you feel this fee is out of reach, you may choose to focus on your cash flow. Since cash flow is the most critical factor to an effective financial plan, it’s a logical first step. Fees for cash flow planning typically are $320 for the initial consultation and additional consultations are billed hourly.

Ongoing clients have a wider selection of services to choose from, with fees ranging from fixed retainers to hourly rates.

I tailor each engagement to reflect your specific financial questions and personal preferences. Consequently, each project is unique. What is common to all is the quality of service and my determination to meet each person’s set of needs.

My fee structure and working philosophy are influenced by a lesson I learned as a Montessori teacher:
“Fairness is not treating each person exactly the same way, fairness is giving each person exactly what he or she needs.”

What is the process? >>