Pricing & booking

Start with one question.

Simple, hourly, no retainer. Begin with a 45-minute introductory session, then book time as you need it.

Start here Introductory
$100 / 45 min

A focused first session on the decision that's on your mind.

  • Your situation and priorities
  • A clear first read on one question
  • What to research next, and what it would cost
  • Private, end-to-end encrypted follow-up
Book intro →
Working session
$120 / hour

Research, analysis, admin or tech work, billed as worked.

  • Tax efficiency and fee reviews
  • Crypto positioning and buy plans
  • Technology and security set-up
  • Monthly invoice with a work summary
Book an hour →
Bespoke report
Scoped at $120 / hr

A full report built around your question, like the samples.

  • Web, print and audio editions
  • Sourced research, computed numbers
  • Hours estimated up front, before work starts
  • Delivered privately
Scope a report →

// Research and education only. Major tax, legal and investment decisions stay with you and your licensed professionals.

Book

Pick a time.

1 · Session type

2 · Date (Pacific time)

3 · Time

Choose a date first.

4 · Confirm

> pick a date and time