Thanks for Reaching out!

Next, we’d like to schedule an Introduction and Proposal Scoping Call with a member of our team.

All new client relationships begin with a comprehensive initial financial plan. Plans start at $7,000 and are priced based on the complexity of your financial life, with most engagements falling between $10,000 and $15,000.

Following our call, you will receive your personalized proposal outlining the scope and pricing of your tailored financial plan.

If you have any questions or are unable to find a convenient time on the calendar, please contact us at info@scholarfinancialadvising.com.