Pricing Engine · Greenfield Advisory Group
Proposal #42 — Paul Miller — Comprehensive Review
Section 2 — Tier Selection
Standard
$350/hr
Core advisory services. Best for focused single-workstream engagements.
Selected
Premium
$450/hr
Full-service advisory including valuation and cross-workstream coordination.
✓ Selected
Retainer
$8,500/mo
Ongoing monthly engagement. All advisory services included at a flat monthly rate.
Selected
Section 3 — Line Item Breakdown
● Rule Engine Output
| Item | Hours | Rate | Total |
|---|---|---|---|
| Succession Planning Assessment | 16 hrs | $450/hr | $7,200 |
| Estate Structure Review | 14 hrs | $450/hr | $6,300 |
| Business Valuation | 10 hrs | $450/hr | $4,500 |
| Total | 40 hrs | $18,000 |
Applied rule: Scope × Tier = Line Items. Rules sourced from PricingService.php.
scope_id=comprehensive |
tier=premium |
rate=450 |
hours=40
→ total=18000
Section 4 — Price Lock
Advisor approval required
Price Status: Unlocked — Pending Advisor Approval
Price locks when the advisor approves. Client receives the locked price — no post-send changes.
Total at lock:
$18,000
· 40 hrs · Premium tier · $450/hr
How pricing lock works: Once the advisor clicks "Approve Pricing," the
PricingService records a locked snapshot of all line items and the total fee.
The client's review surface displays the locked price. No further changes are possible
without advisor intervention. AI does not participate in pricing at any stage.