Project-based financial planning

ONE-TIME FINANCIAL PLAN

Are you more of the DIY type? Or not looking for
ongoing advice? Then this service is for you.

__________________________

Project-based financial planning

ONE-TIME FINANCIAL PLAN

Are you more of the DIY type? Or not looking for
ongoing advice? Then this service is for you.

__________________________

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* – **Not currently accepting new clients**
(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.

READY TO GET STARTED?

SCHEDULE A CONSULTATION

READY TO
GET STARTED?

SCHEDULE A CONSULTATION