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Flat-Fee Financial Planning Pricing Options

Flat-Fee, Advice-Only Planning for FamilyCare — No products, no commissions, no AUM. You pay only for the guidance you need, when you need it—so your plan stays flexible for care now and preparing ahead. Transparent pricing, plain-English steps, and unbiased advice that helps you keep more of your money for your family’s short- and long-term needs.

Hourly Consultations

$300/Hour

One-time Payment (billed in full-hour increments and at the time of scheduling)

  • One-on-one session for immediate guidance on caregiving or financial concerns.

  • Get clarity on benefits, insurance, and short-term planning.

  • Perfect for new caregivers or those with specific questions.

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Project-Based Planning (For More Complex Situations)

$750 - $10,000

Based on Complexity

Billed as a flat fee, this service offers expert support tailored to your caregiving journey.

Pricing varies based on complexity and scope - for example:

  • Basic Planning: $750 – $1,500 
    Power of Attorney setup, basic budgeting for care costs, insurance policy review
  • Comprehensive Planning: $1,500 – $5,000
    Coordinating caregiving and financial responsibilities, Medicaid eligibility review, estate planning alignment
  • Advanced Planning: $5,000 – $10,000Multi-faceted long-term care strategies, asset protection planning, complex family financial transitions
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Ongoing Financial Planning

$425/Month

Monthly with a 12 month commitment

  • Monthly financial and caregiving check-ins.

  • Strategic updates and priority support for urgent questions.

  • Continuous guidance for evolving caregiving responsibilities.

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