Financial Planning

We use cutting edge technology and techniques to create, develop, and manage a personalized plan for you and your family in the following areas:

  • Cash Flow/Budgeting
  • Career Planning
  • Debt Management (Including Student Loans!)
  • Insurance/Risk Management
  • Investment Allocation
  • Retirement
  • Tax Optimization
  • Estate Planning
  • Document Storage (wills, insurance policies, etc)

These ongoing services are tailored to fit your needs regardless of what stage of life you are in. Whether you are a recent college graduate in your 20s or a retiree in your 70s, we have a service tier to fit your needs. The initial plan is a 3 meeting process, with subsequent updates and reviews every 3-6 months.

For comprehensive financial planning, fees are calculated based on total household assets, including investment accounts, real estate, and private business interests. These are yearly fees, and are billed monthly, either from an investment account or directly via debit/credit card. See the table below for more info.

Assets Initial Fee Annual Fee
up to $500k $500 1200 ($100/month)
$500k-1m $1,000 $2,400 ($200/month)
$1m-1.5m $1,500 $3,600 ($300/month)
$1.5m-2m $2,000 $4,800 ($400/month)
Over $2m $2,500 $6000 ($500/month)

Example: Client has $500,000 house and $750,000 in a 401k, for a total of $1.25 million in assets. This client would be billed $1,500 as an upfront fee, along with $300 per month on an ongoing basis.