Pricing
CUSTOM FINANCIAL PLANS
EARLY CAREER
$
2,000-4,000
-
Cash Flow Analysis
-
Optimized Savings Plan
-
Tax Plan
-
Investment Plan
MID CAREER
$
3,000-7,000
-
Cash Flow Analysis
-
Optimized Savings Plan
-
Advanced Tax Plan
-
Investment Plan
-
College Savings Plan
-
Insurance Analysis
-
Basic Estate Plan
LATE CAREER / RETIREMENT
$
4,000-8,000
-
Advanced Cash Flow Plan
-
Multi-Stream Spending Plan
-
Advanced Tax Plan
-
Advanced Investment Plan
-
Advanced Insurance Analysis
-
Advanced Estate Plan
-
Distribution/RMD Strategies
-
Social Security Strategies
ONGOING SUPPORT & MICRO PROJECTS
ONGOING SUPPORT
$
300
Per Hour
-
Highly Flexible and Customized Support Options
-
Pay Only for the Time You Need and Use
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Ongoing Plan Updates
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Periodic Portfolio Review and Updates
-
Annual Tax Planning
-
Ad Hoc Support
-
Annual Employee Benefit Reviews
-
Periodic Check-In Meetings
MICRO PROJECTS
$
300
Per Hour
-
Focused, Single Topic Projects
-
Portfolio Advice/Second Opinion
-
Equity Compensation Analysis (ISO, NQSO, Etc.)
-
Job/Career Change
-
Self-Employed Retirement Plan Set Up
-
Small Business Launch