Expert financial guidance. Transparent pricing. No assets under management required for financial planning.
SERVICES & PRICING
PLANNING TODAY. A MORE CONFIDENT TOMORROW
Financial planning and investment guidance built around your goals.
At Paired Purpose FP, we believe financial advice should be tailored to your needs - not determined by the size of your investment portfolio. Our fee-only approach provides personalized financial planning, specialized equity compensation guidance, and investment advice around your financial goals.
Continued guidance and support to help you stay on track, adapt to life changes, and make informed decision as your financial picture evolves.
Ongoing Annual Financial Planning
In-depth analysis of your current financial situation
Equity compensation review and decisions (RSUs, options, ESPP, etc.)
Concentrated stock analysis
Tax, retirement, and cash flow planning deep dives
Support for major life events (e.g., job change, liquidity event, home purchase, family growth)
Access to your advisor through the year
Starting at $10,000*
per year
Project-Based Financial Planning
Targeted guidance for a specific decision or financial question.
Equity compensation decisions (e.g., exercise strategy, refreshers, layoffs)
Retirement and tax planning deep dives
Major purchases and financial transitions
Customized scope based on your needs
Actionable recommendations
Starting at $10,000*
per project
Hourly Financial Planning
Flexible, as-needed support for specific questions or decisions.
Focused advice on your most pressing questions
Equity compensation, tax, education, and retirement questions
Review of a specific decision or opportunity
Custom guidance based on your needs
$500
per hour
*The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant. Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.
OUR PROCESS
A simple, collaborative process.
We’ll start with a complimentary call to discuss your goals, questions, and whether we’re a good fit.
1. Initial Conversation
2. Define the Plan
We’ll determine the right service, scope, and fee structure based on your needs.
We’ll create your plan or provide guidance, walk through recommendations, and help you take action.
3. Build & Implement
4. Ongoing Partnership
For ongoing clients, we’ll continue to monitor, adjust, and support you over time.
Let’s find the right fit for your financial goals.
Schedule a complimentary call to learn more about our services and determine the best path forward.
