We work with you to grow your wealth.
Our Holistic Financial Planning Prices
Initial $950 fee + a monthly retainer between $125 to $500/month
|Personal and Professional Goal Setting||X||X||X|
|Initial Portfolio Review||X||X||X|
|Budgeting and Cash Flow Planning||X||X||X|
|Debt Analysis and Strategies||X||X||X|
|Employee Benefits Optimization||X||X||X|
|Retirement and Long-Term Planning||X||X|
|Basic Estate Planning||X||X|
|Restricted Stock Planning||X||X|
|Stock Option Planning||X|
|Small Business Retirement Planning||X|
|Coordination with Strategic Professionals||X|
Unlimited email support and quick calls included. We will be your CFO and assist you with tax prep, insurance, business advice and referrals to the right attorney for you.
Ongoing investment management services can be added to any retainer plan. Our fee schedule can be found under the Investment Management tab.
Wealth Fundamentals: Whether you are just starting out in the technology industry or working as an independent contractor, we can help with this financial planning package. This program is designed to introduce individuals and families to personal financial management through online education, premier financial tools, and access to a financial professional when needed.
Wealth Builder: Designed to address the most common financial issues facing tech professionals today, Wealth Builder provides complete financial planning and ongoing counseling. This program is best for growing families & individuals focused on establishing a solid foundation for their financial future. This plan is best for individuals with concentrated stock positions in their company stock, whether through RSUs or ESPPs.
Wealth Premium: Busy tech executives, founding team members, and business owners have unique financial concerns. Taxes, regulations, and estate issues can have a much larger effect on their financial well-being. Wealth Premium integrates fundamental planning with advanced strategies to address these complex issues and more.
Additional needs may include: stock option planning, small business retirement planning, tax planning, or other advanced planning needs. We will work with your tax advisor and attorney to create a holistic plan.
Interested in what the services above entail? Find out more on Important Information & Disclosures
Only interested in Investment Management?
Professional money management and investment oversight based on your individual goals, risk tolerance, and time horizon. Through our partnerships, you will have access to Dimensional Fund Advisors mutual funds and a platform of ETFs. Investment strategy will have a long-term view and structured based on a written Investment Policy Statement.
$1500 one time Plan Development fee to complete portfolio review, develop asset allocation recommendations, deliver the Investment Policy Statement, & establish or transfer accounts.
Ongoing investment management fee as detailed under the Investment Management tab.
Interested in hourly financial planning or small projects?
Check out some of the work we do with clients through Quick-Start Projects.