With hourly planning you pay only for the time you need with no ongoing fees.
Most fee-only financial planning firms charge an ongoing asset management fee or other quarterly fees. With Sanctuary you get the same high level of service and expert financial advice, but only pay for the planning time you need. Hourly planning is simply the most transparent, straightforward and fair way to deliver financial advice.
Everyone deserves a plan.
We don’t have any asset minimums, or ongoing asset management fees and provide the same objective advice whether you have $100,000 or $100 million. Because your worth isn’t tied to the size of your investment portfolio.
No surprises.
Most initial planning engagements will be between 8 and 20 hours, with the average being ~ 12 – 15 hours. We will provide you with a planning engagement proposal so there will be no surprises when working with us.
Jim and Sarah each currently charge $450/hour, and our planner bills at $75/hour. We require a 4-hour minimum for all client engagements.
