Retirement Planning and Investment Management
Perfect for individuals and couples who are looking for a trusted partner to help manage their financial life as they transition to retirement. Includes one comprehensive financial planning meeting per year (in-person or virtual), focused tax and check-in meetings, and unlimited phone calls and emails as things arise throughout the year.
Cost = $2,500 per quarter ($10,000 per year) flat fee plus $950 upfront. Investment management up to $10 million is included.
Retirement Planning and Investment Management
Perfect for individuals and couples who are looking for a trusted partner to help manage their financial life as they transition to retirement. Includes one comprehensive financial planning meeting per year (in-person or virtual), focused tax and check-in meetings, and unlimited phone calls and emails as things arise throughout the year.
Cost = $2,500 per quarter ($10,000 per year) flat fee plus $950 upfront. Investment management is included.
One-time Comprehensive Financial Plan
Perfect for individuals and couples who are DIY, such as in the FIRE (financial independence retire early) community. Includes two planning meetings (one for data gathering, one for planning delivery), full analysis of your financial situation, a detailed follow-up email with our recommendations, and follow-up support for 30 days following our last meeting.
Cost = $5,600
One-time Comprehensive Financial Plan
Perfect for individuals and couples who are DIY, such as in the FIRE (financial independence retire early) community. Includes two planning meetings (one for data gathering, one for planning delivery), full analysis of your financial situation, a detailed follow-up email with our recommendations, and follow-up support for 30 days following our last meeting.
Cost = $5,600
Flat Fee Investment Management
“It’s not about investing. It’s about meeting life goals… The portfolio is just a tool to get you there.” Rick Ferri
Before worrying about investing, we take the time to get to know you and understand your goals, your family’s longevity, and your tolerance and desire for risk.
Cost is included in the retirement planning fee above.
Flat Fee Investment Management
“It’s not about investing. It’s about meeting life goals… The portfolio is just a tool to get you there.” Rick Ferri
Before worrying about investing, we take the time to get to know you and understand your goals, your family’s longevity, and your tolerance and desire for risk.
Cost is included in the retirement planning fee above.
Tax Preparation
“This is too difficult for a mathematician. It takes a philosopher.” Albert Einstein, on his tax returns
Individual and trust tax preparation services are offered to our ongoing financial planning and investment management clients.
Starting at $650, depending on estimated time and complexity
Tax Preparation
“This is too difficult for a mathematician. It takes a philosopher.” Albert Einstein, on his tax returns
Individual and trust tax preparation services are offered to our ongoing financial planning and investment management clients.
Starting at $600, depending on estimated time and complexity
Premium Service. Flat, Fully-Transparent Fees. Exceptional Value.
