Two Engagement Options:
Comprehensive Relationship
- Proactive, ongoing financial planning
- Investment management
- Online financial planning and budgeting portal
- 3 Annual Meetings + Unlimited support
Individuals: $4,200/yr
couples: $5,400/yr
(Billed monthly)
Services Include:
Cash Flow Review & Plan
Investment Strategy
Education Planning
401(k), IRA, HSA, 529, etc. recommendations
Emergency Fund Review
Life & Disability Insurance Evaluation
Basics of Estate Planning
Employer Benefits Review
Tax Return Review
Tax Planning
Stock Compensation Review (RSUs, ESPP, NSOs, ISOs)
Access to RightCapital - Your Personal Planning Platform
Access to MonarchMoney - Your Personal Budgeting Platform
Investment Management
3 Annual Meetings
Unlimited Ongoing Support
One-time Projects
- Great for DIYers or those looking for a second opinion
- Choose your desired project scope
- From 1-2 topics to a comprehensive one-time plan
- May opt-in to Comprehensive Relationship
$1,500 - $5,000
BASED UPon Complexity
(1/2 DUE UPFRONT, 1/2 AT COMPLETION)
Project Includes:
Identify your desired project scope from any number of services included in a comprehensive relationship.
Examples include: Cash Flow Planning, 401(k)/IRA allocation analysis, Retirement & Education Planning, Tax Return Review & Planning, Company Benefit Analysis, Stock Compensation Analysis, and more
Why Flat Fees?
- Align fees with the value provided through comprehensive financial planning & investment management
- Eliminate the conflicts of interest inherent in charging based on assets managed by your advisor
- A transparent, predictable, fixed fee that doesn't increase just because your investable assets increase
- No asset minimums