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.