ONE-TIME  Financial Plan

One-time Comprehensive Financial Plan

For individuals and couples looking for a full, comprehensive financial plan without ongoing guidance.  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.

Topics can include:

• Tax efficient accumulation and withdrawal strategies

• Retirement planning

• Investment allocation and diversification strategies

• Insurance and risk management

• Stock option evaluation (RSUs, PSUs, NQOs)

• Tax planning

• Planning for health care costs

• Social Security planning (if nearing retirement)

• Employee benefit planning

• College planning

• Career planning and transitions

• Major purchase planning

• Legacy and philanthropic planning

• Relocation decisions

• Other financial questions as they arise

Cost

$5,200*

(50% upfront and 50% upon completion)

*Fee may be higher if you have a taxable estate (currently about $12 million for individuals and $24 million for couples at the federal level, although some states have an estate tax with lower thresholds), are an owner of a complex business, require more meetings, and/or have private investments that necessitate additional analysis.