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Rates for planning work
Session fees for dollar-cost averaging plans, reviews, and fee walkthroughs — informational pricing, settled before the appointment.
Fees cover preparation, live time, and the written deliverable. They do not include exchange trading fees, network costs, or any Microsoft Store calculator listing. No checkout on this site — you receive an invoice after we confirm the booking.
Session fees
| Session | Duration | From (HKD) | Notes |
|---|---|---|---|
| DCA planning session | 90 min | 2,800 | Written plan + three calculator scenarios |
| Joint household planning | 90 min | 3,400 | Two participants, one shared budget |
| Contribution schedule review | 45 min | 1,200 | Existing clients or comparable plan on file |
| Exchange fee walkthrough | 40 min | 980 | Often paired with a planning session |
What changes the quote
- Extra assets beyond three recurring buys
- Need for bilingual session notes (English is standard)
- Same-week rush preparation (subject to diary space)
Deposits and settlement
A 30% deposit holds the diary slot; the balance is due before the session starts. Bank transfer in HKD is preferred. See Refunds for cancellation timing.
Not a subscription
There is no monthly software fee on this site. Revisit the PC calculator on your own between appointments; book a review when the written plan needs human eyes again.
Ask for a slot
Send a session request with your monthly capacity range. We reply with availability and a firm fee before you commit.