Personalized Financial Planning
Financial Planning + Investment Management + Tax Prep

What You Get
A decision partner to tackle your immediate concerns now and ensure you are continuing to make strides toward your dreams in the future.
How It Works
In the First Year
Ongoing Support & Accountability
In subsequent years, we will typically meet twice per year, depending on what’s going on in your life.
- Review cash flow, investments, progress toward goals, and advance planning for other financial topics – stock option/RSU planning, college funding planning, charitable giving, retirement planning, estate planning, home purchase, etc.
- Employee benefits review and end-of-year tax planning to minimize taxes
For all of our ongoing relationships, we include investment management. For Plus and higher tiers, we include annual income tax preparation of one personal return. Discounted access to our annual 1040 tax return prep services is available for the Core tier and additional returns (married filing separately, business, child’s, trust, etc.) in other tiers, if needed.
** We are always available by phone or email in between meetings and expect that you reach out to us when life happens.
Topics We Might Cover Together
Pricing
Core
$6,600+/yr
For professionals who want ongoing financial planning.
Get Started-
Financial decision partner
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Life planning
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Tax planning
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Cash-flow planning
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Investment strategy
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College funding
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Debt payoff planning
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Insurance review
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Employee benefits selection
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Retirement strategy
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Estate planning
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0% investment management fee up to $500k AUM (tiered above $500k)
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Tax preparation additional
Plus
$9,600+/yr
For tech professionals and executives with equity compensation.
Get Started-
Equity comp planning
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IPO planning
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End of year tax projections
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0% investment management fee up to $750k AUM (tiered above $750k)
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Personal tax return preparation
Premium
$12,600+/yr
For startup founders, business owners, and more complex planning needs.
Get Started-
Complex equity comp planning
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Rental real estate
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Business ownership
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Owner’s pay analysis
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Retirement account planning
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Exit planning
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Complex tax planning
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Complex estate planning
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0% investment management fee up to $1mil AUM (tiered above $1mil)
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Business & trust tax preparation additional
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Bookkeeping additional