Most new advisors pick a number that feels right. This calculator tells you if it's going to help you reach your income goals.
The information on this page is for general informational purposes and is not a guarantee of income or business outcomes. Earnings shown represent the experience of selected participants who have applied the methodology with diligence; your results will depend on your background, your effort, and your market. Nothing here should be construed as legal, financial, or tax advice. Expert Freedom is a program of Joybrand Creative LLC.
The take-home you're building toward from consulting alone.
Prospects who'd be a real fit — through outreach, referrals, content, or events.
50% is a solid starting benchmark. Don't overthink this one.
Longer retention dramatically changes your starting price. Six months is conservative.
We'll email you a summary to save and refer back to.
Your results.
This is your floor. Price below it and your pipeline may not generate enough clients to reach your income goal. Price above it and you could be ahead of schedule.
Projected at this price and pace, including your ramp-up period. The first several months come in lower as your client base builds. Once you hit capacity, your monthly stabilizes.
Reached by month 6. Once new clients are replacing finishing ones at the same rate you're bringing them in, this is what your recurring monthly looks like. It's the real earnings ceiling at this price point.
From 48 total discovery calls. Each engagement runs 6 months on average before a natural renewal or transition point. Some will extend, some will end early — this is your planning baseline.