William Hatton

Billfold Budget Counseling charges an ongoing comprehensive financial planning fee of $200 per month, paid in advance. For this fee, you receive:

• Initial onboarding and data gathering during the first 30 days to build your financial plan
• Ongoing monitoring of your plan, financial situation, and goals throughout the year
• Regular follow-up emails and phone calls to confirm you are carrying out agreed-upon action steps
• A full annual review of your financial plan to make any necessary updates and ensure accuracy

• Project-based financial planning — generally offered on a fixed fee basis of $250 per hour, with the total cost agreed upon before work begins
• Financial coaching — ranges from $3,000 to $5,000 for structured coaching programs
• Standalone budgeting service — non-investment service helping individuals create a budget, costing between $1,000 and $1,500