Simplified Financial Planning for a Complex World
Ongoing Financial Planning
Our ongoing financial planning service is designed to adapt to your life as it evolves, guiding you through each stage of your financial journey. Think of us as your dedicated partner in wealth-building, helping you navigate everything from major life decisions to the finer details of your finances.
What’s Included
Personalized Financial Strategy: Together, we’ll build a tailored financial plan that reflects your goals, lifestyle, and future aspirations
Regular Check-Ins: We keep your plan up-to-date through ongoing reviews, adapting as your career, family, and financial situation change.
Accessible Support: You’re never left with just a stack of papers—we’re here to educate, advise, and support you in real-time.
Optional Add-Ons for a Complete Financial Solution
Tax Preparation and Advanced Tax Planning
Annual Tax Preparation: Comprehensive and hassle-free, ensuring you’re compliant while maximizing available deductions.
Strategic Tax Planning: From stock options to tax-efficient business strategies, we help you keep more of what you earn.
Investment Management
We provide personalized investment management that is aligned with your goals and risk tolerance.
With a diversified and well-monitored portfolio, you can feel confident your investments are working in harmony with your financial plan.
How It Works
Our integrated approach lets you personalize your financial planning experience. With a comprehensive plan as the foundation, you have the flexibility to add tax preparation and/or investment management services to meet your unique needs. We’re here to create a solution that aligns with your goals and lifestyle.
Below, you’ll find our foundation process and the ongoing process after the foundation has been laid.
How Much It Costs
Our fee structure is straightforward and based on the complexity of your financial situation. For new clients, we charge a flat annual fee starting at $5,400 for an individual or $6,600 for a couple, with a one-time upfront payment of $1,000 for an individual or $1,500 for a couple when we begin our work together. This comprehensive fee includes optional tax preparation and investment management services at no additional cost, giving you the flexibility to choose the level of support that best fits your needs.
After our second consultation, we’ll provide you with a clear, customized quote. You can choose to pay the annual fee either monthly or quarterly—whichever suits your cash flow best. Payments are made via ACH from your bank account or directly from your investment accounts.
We review your fee every 12 months to ensure it continues to align with any changes in your financial circumstances, adjusting as needed to provide consistent, high-quality service.
Disclaimer: The ongoing annual fee ranges from $5,400 to $12,000 annually. The fee will be decided upon based on the complexity and the needs of the clients and will not exceed the industry standard of 2% of the gross household income.
