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

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
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 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
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
What Does It Cost?

The annual flat fee for Financial Planning + Investment Management + Tax Prep starts at $7,800*.

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 increased complexity are marital status, net worth, equity 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.

Sound like a good fit?

Schedule a free intro call to let us know how we can help.
Let’s talk