Foundation Plan:
This plan is ideal for those just beginning their financial journey.
- Analysis of Current Financial Situationss
- Development of Goals
- Cash Flow Analysis
- Investment Portfolio Analysis & Asset Allocationg
- Retirement Account Contributions Review
- Retirement Planning Analysis
- Employee Benefit Evaluation
$2,500
Standard Plan:
This plan is a great match for almost anyone looking to formulate strategies to pursue their goals. This is our most popular plan and can accommodate mid-career professionals all the way to retirees.
- Includes everything from Foundations PLUS:
- Education Planning and Analysis
- Insurance Planning and Analysis
- Debt Strategies (student loans, mortgages, etc.)
- Custodial Account Analysis
- Year-End Tax Planning for Tax Loss Harvesting
- Estate Planning Review
- Charitable Gift Planning
- Budget Planning and Analysis
$5,400
Comprehensive Plan:
This plan is our most extensive and matches well with individuals and families with more complex situations who also want full concierge service.
- Everything from Foundation and Standard PLUS:
- Quarterly meetings for no additional fee
- Stock Options Strategy and Optimization (RSUs, ISOs, NSUs)
- Concentrated Stock Strategies
- Alternative Investment Strategies (hedge funds, private equity, etc.)
- Roth IRA Conversion Analysis
- Philanthropic Strategies (DAF, CRUT, Foundation, etc.)
- Full Estate Planning Review and Discussion with EP Lawyers
- Tax Meeting with Accountant
$7,000
Young Professional Plan
Even if you are just starting out, having useful financial advice is a game changer for pursuing your financial goals! This plan comes with:
- Goal Development
- Cash Flow Analysis
- Key Financial Metrics
- SWOT analysis
- Portfolio Tax Diversification
- Next steps and timeline
$150 Initial Fee and $99/month subscription