Personalized Financial Planning
Financial Planning + Investment Management + Tax Prep
Are you feeling overwhelmed with all of the financial decisions you constantly need to make? Have questions about your employee benefits, 401(k) contributions, buying a house, student loans, stock options, or restricted stock units? Worried that you’re not taking advantage of all of the new opportunities available to you? Want to know how the different pieces in your financial life fit together? You’re not alone!
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
01.
Introduction
This is an opportunity to meet and learn more about each other. You’ll ask some questions, we’ll ask some questions, and then we decide whether we want to move forward in this process together.
02.
Discovery
We want to learn a lot more about your dreams and current financial situation. To do so we will gather your financial documents and ask you some important questions to help us create a roadmap specific to you.
03.
Map Out Next Steps
Now that we have a good understanding of where you are financially, we can develop the most critical action items for you to take initially so you can make meaningful progress toward your goals. Based on your situation, we will also make suggestions for the order of topics to cover in future meetings.
04.
Implement & Track Your Plan
We will begin to work through the action items in the different areas of your financial life. As we’re doing that, we will also be monitoring your plan and making strategic shifts when your life changes or new opportunities arise.
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
Life Design & Goal Setting
Income, Cash Flow, & Budgeting
Savings Plan
Net Worth Tracking
Stock Options & RSU Strategy Review
Employee Benefits
Student Loans
Insurance
Taxes – Planning & Prep
Investments
Retirement Readiness
Estate Planning
Pricing
Core
$6,600+/yr
For professionals who want ongoing financial planning.
Get StartedWhat’s included?
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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 StartedEverything in Core, plus:
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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 StartedEverything in Plus, plus:
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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