Collaborative Advice

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COLLABORATIVE ADVICE

PRICING

Attending Ongoing

Attending One-Time

Resident/Fellow

Personal

Three meetings to review and create an actionable plan that addresses the most important areas of your financial life

Starting at $4,000

Personal + Business

Three meetings to create an actionable plan for both your business and personal finances

Starting at $6,000

Schedule Your Visit

Don't let the fee be a hindrance. If our standard fees do not fit your current budget, please email us at hello@collaborative.com and we'll schedule a time to disucss your situation so that we can discuss and help where possible.

What are the next steps?

Step 1

Schedule

Schedule a free get-to-know-each-other visit via phone or Google Meet (your choice). These typically last 40 minutes to an hour.

Step 2

Visit

We discuss your situation to see if it makes sense to consider working together. We won't ask for or accept a commitment to work together at this visit.

Step 3

Think

Take some time to think about it, and we will do the same. We want working together to be a good fit for both parties.

Schedule Your Visit