Pricing
Simple & Transparent
Our pricing model aligns with the philosophy of simplicity and transparency
With our pricing model, clients can clearly understand the cost structure, and the mutual agreement on the estimated time to help manage expectations. Our policy of not charging for additional time adds a level of reassurance for clients, removing potential concerns about unexpected costs.
Overall, this approach fosters a transparent and collaborative relationship between the financial advisor and the client, emphasizing fairness and clear communication.
The pricing structure is straightforward, transparent, and client friendly.
Let's break down the key components:
01.
Hourly Rate
Rate: $325 per hour
Increment: Broken down into six-minute increments
02.
Mutual Agreement on Engagement Time
Pre-agreement: Before initiating the engagement, both parties (Stephen Lay and the client) mutually agree on the estimated amount of time the financial planning services will take.
03.
No Additional Charges for Extra Time
Policy: If the engagement requires more time than initially agreed upon, the client will not be charged for the extra time. This demonstrates a commitment to transparency and prevents unexpected fees for the client.