What to expect

Complimentary Intro

Tell me what you're looking for, and I'll ask some initial questions.

I'll give you an estimate and timeline, based on your project.

Scope + Estimate

Client Engagement

We'll execute an engagement letter, and I'll request additional information (if needed).

Project Completion

I'll complete my financial work, get any clarifying details I need, and schedule a review session for us. You'll receive a final report.

Every situation is different, but here are typical stages when working together.

Booking a one-off session or a second opinion? We'll jump right into the fun stuff.

Long-term projections, budget, and cash flow analysis

Combining finances with a significant other

Navigating a large windfall

Credit score improvement before a home purchase

Funds allocation based on bank coverage, travel access, and trip insurance coverage

Loan terms comparisons

401(k) hijinks and self-directed loans

Sense-checking retirement / drawdown strategies

App and account setup accountability

Example projects

Pricing

After our complimentary intro, my hourly rate is $150.

For larger projects, I'll provide estimated pricing based on expected time to completion with the scope of work.

Most engagements take 3-10 hours depending on complexity.

Disclaimer: Off Script Finance provides project-based personal finance work once retained by a client. We do not manage assets on behalf of clients, buy or sell securities, recommend specific investments, or hold a broker-dealer or registered investment adviser license. A fiduciary relationship is created after executing an engagement letter. Clients remain solely responsible for all financial decisions and actions taken based on the information provided. Clients should consult tax professionals, attorneys, or accountants for tax, legal, or accounting advice specific to their individual circumstances.