.svg){kind=icon}
Holistic Financial Planning Services
Your Goals, Our Guidance: Customized Financial Solutions
Financial Services
Our holistic financial planning services are designed to be as unique as you are, focusing on your individual needs and circumstances. We offer a wide range of services that are tailored to help you achieve your financial goals, whether you're navigating business finances, planning for retirement, or managing debt. From personalized financial life planning and investment advice to business setup and tax planning, we're here to support you every step of the way. We understand that everyone's journey is different, and we're committed to providing non-judgmental, open-minded guidance that meets you where you are and helps you get to where you want to be.
Financial Life Planning
- Money mindset
- Goal planning
- Cash flow planning
- Getting to work-optional
- Salary review & income recommendations
- Retirement planning & projections
- Managing money as a couple
- Divorce Financial Analysis (with a CDFA®)
Investments
- Account type analysis & recommendations
- Portfolio review & recommendations
- Asset allocation
- 401k advice & customization
- Roth conversions
- Equity compensation (RSUs, ESPPs, ISO,s NSOs)
- Education funding solutions (529 plans, FAFSA, etc.)
- Real estate / Rental property
Tax Planning
- Business entity selection
- Business tax structure
- Business deductions
- Roth vs. pre-tax
- Roth conversions
- Equity compensation taxes
Business / Self-Employment
- Business entity selection & setup
- Tax & financial best practices
- 1099 income considerations
- K-1 income considerations
- Business deductions
- Business strategy
- Solo 401ks, 401ks, SEPs, & SIMPLEs
Debt Analysis
- Student loans
- Credit cards
- Loans
- Mortgages
- HELOCs
Risk Management
- Life insurance
- Employee benefits
- Home, auto, and umbrella insurance
- Estate planning
Making Wealth Management APPROACHABLE
How Our Fees Work
After the consultation process, we'll arrive at your fee quote. This fee is based on your unique situation, complexity, and goals.
Fees start at $3,600/year for an individual and $5,000/year for a couple. Factors such as equity compensation, 1099 income, and rental property increase the starting fee. Your fees pay for a comprehensive financial plan, quarterly progress & topical meetings, and unlimited access via phone, text, or email throughout the year.
We will review fees every 12 months. If your financial situation changes, your fee will change accordingly.
Assets under management are charged a flat 0.75% (this only applies to accounts we invest for you).
Hourly services are available for limited engagements at $150/hour. Your post-consultation fee quote will include an estimate of hours required for your planning needs.
