Comprehensive 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.