Single engagements
50% nonrefundable engagement deposit; remaining 50% due 14 days before delivery. The agreement and deposit confirm the date.
Engagements & Proposals
Premium programs, thoughtfully scoped.
Every engagement begins with a defined professional scope. Published rates establish a starting point; final proposals reflect audience size, customization, reporting, travel, and program length.
Employee Financial Wellness Program
Starting at
$7,500
Executive Financial Strategy Session
Starting at
$3,500
Small-Business Financial Readiness Workshop
Starting at
$5,000
Women’s Wealth & Economic Empowerment Program
Starting at
$6,500
Credit & Funding Readiness Seminar
Starting at
$4,500
Homeownership Education Program
Starting at
$4,500
Custom Keynote or Signature Talk
Starting at
$5,000
Multi-Session Financial Capability Program
Starting at
$15,000
Community or Organizational Partnership
Starting at
$25,000
Economic Mobility Initiative
Starting at
$50,000
Strategic Financial Advisory Retainer
Starting at
$5,000/month
The public corporate floor is $4,500 for standard programs. Executive sessions begin at $3,500. Strategically selected nonprofit, sponsored community, or pilot engagements may be considered privately and are not standard published pricing.
Standard scope
What the starting rate includes
One discovery and planning meeting
Up to 60–90 minutes of instruction
Light customization around organizational goals
Digital participant workbook or resource guide
One facilitator and up to 50 participants
Post-program participation survey
Brief organizational recap
Quoted separately
Scope that expands the engagement
Additional participants, multiple locations, interviews, custom curriculum, printed materials, individual coaching, detailed reporting, travel, lodging, recording, content licensing, and rush timelines are scoped separately.
Individual and family services
Private Financial Clarity and Family Wealth Foundation engagements receive a custom proposal following consultation. Recommendations reflect the client’s goals, complexity, and desired level of support.
Billing & procurement
Clear terms for confident planning.
Multi-session programs
Typically 40% at signing, 30% before launch, and 30% at midpoint or final delivery. Larger initiatives use defined implementation milestones.
Partnerships & retainers
Monthly or milestone billing with a three-month minimum where applicable. Annual prepayment may receive a 5% preferred-partner incentive.
ACH, corporate credit cards, and approved purchase orders are accepted. Net-15 is preferred; Net-30 is available for approved institutional clients. Travel, lodging, printing, venue costs, licensing, and applicable processing fees are separate. Pricing is valid for 30 days.
Private. Purposeful. Personal.
Your proposal should reflect the work—not force the work into a package.
Share your audience, goals, timeline, and delivery requirements. We’ll recommend a scope designed for the outcomes your organization values.