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Financial Planning

Foundation Plan:

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


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Standard Plan:

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


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Comprehensive Plan:

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


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All plans come with:
One comprehensive meeting to present the plan.(then we are on retainer for the year.) 

Actionable steps with timelines
Personalized website with interactive tools

Payment plans with monthly subscriptions can be discussed on a case-by-case basis. 

If you are not ready for a financial plan but still need some assistance, we also offer a la carte services, which can be found below.

Life changes and goals change. You want to make sure to stay on top of it! 

After the first year you can chose how often you want to meet to update your plan. 

Annual meeting $980 

Semiannual meetings: $1800

Quarterly meetings: $3200

Individual Goal Planning A la Carte Services:

  • Budget Planning & Counseling
  • Portfolio Review and asset allocation
  • Insurance Assessment
  • Etc.


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Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (301) 986-1440