Anne Consentino

Arrivity Financial Planning offers annual or biennial reviews to monitor progress, update net worth and savings goals, and rebalance investment portfolios. Fees are billed on an hourly basis at $400 per hour, with project totals typically ranging from $3,200 to $8,000 depending on the complexity of your situation and the time required.

• Initial comprehensive financial plan — $4,000 to $14,000 (typically 10 to 35 hours at $400/hour), covering cash flow, asset and debt management, retirement planning, and investment planning
• Plan updates — $4,000 to $12,000 (typically 10 to 30 hours at $400/hour), recommended every 3 years or when major life changes occur
• Special projects — Billed at $400 per hour, taking anywhere from 15 minutes to 3+ hours for specific questions or needs between annual reviews
• Hourly consulting — $400 per hour, billed in 15-minute increments