Fee-Only Financial Planning

Below is a breakdown of our service & fees:

Under $1,000,000 Investable Assets

Fee: $4,000 per year, $1,000 billed quarterly

Fees can be debited out of managed accounts or via ACH

Cash flow strategy: Making sure your highest priority goals are funded first, discuss trade offs, understanding where your money is going every month.

Debt Management: Eliminating bad debt from the balance sheet. Stop paying for past purchases so we can fund future goals

Insurance and workplace benefits review: Ensuring that you and your family are adequately covered and making the most of your employer benefits.

Investment optimization: Constructing a plan that considers the goals you are investing for, the time horizon for those goals, and the risk you are willing to take to get there.

Estate planning: Protecting your family and your assets.

Small Business Planning: Proactive tax and retirement planning to help you get the most out of your business

Equity Comp Strategy: Making the most of your equity compensation while considering diversification and taxes

Tax Planning: Proactively and strategically reducing your current and future tax bill

Retirement Planning: Making sure you are on track for the retirement lifestyle you want to live

College Planning: Setting expectations for the cost of college when your kids will be ready to attend and how to invest during this time to hit your college savings goals

Life events: Navigating everything that life has to throw at you

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Over $1,000,000 Investable Assets

Fee: $6,000 per year, $1,500 billed quarterly

Fees can be debited out of managed accounts or via ACH

Coordinating with your tax professionals: Ensuring tax efficiency and alignment while minimizing your current and future tax bill.

Working with your estate planning attorneys: Collaborating with your estate planning attorneys to align your financial plan with your estate plan, protect assets, and ensure a seamless wealth transfer

Rental property analysis: Evaluating the investment's potential return, tax implications, cash flow, and how it fits into your overall financial plan