Personalized Financial Planning
Financial Planning + Investment Management + Tax Prep
What You Get
Proactive guidance 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 2-4 times per year, depending on what’s going on in your life.
- Annual review of cash flow, investments, and progress toward goals
- Advance planning for other financial topics – stock option/RSU planning, college funding planning, charitable giving, retirement planning, estate planning, home purchase, etc.
- End-of-year tax planning to minimize taxes
In addition, for our ongoing relationships, we include investment management and annual income tax preparation of one personal return. Discounted access to our annual 1040 tax return prep services will be provided for additional returns (married filing separately, business, child’s, etc.).
** 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
What Does It Cost?
The annual flat fee for Financial Planning + Investment Management + Tax Prep starts at $6,960 for individuals and $8,880 for couples.*
We break the annual fee into monthly or quarterly installments, and it gets paid from your investment accounts (if we are managing your investments) or by ACH.
*Based on the complexity of your unique financial situation. Some examples of added complexity are stock compensation, business ownership, rental real estate, a highly structured legal estate, and private or illiquid investments. We will quote you the final fee after your discovery meeting.