Choose the plan that’s right for you.

Maximize Wealth | Simplify Complexity

INTEGRATED FINANCIAL
PLANNING

REDUCE TAXES · INVEST SMARTER · OPTIMIZE INCOME
$ 400
/ Month
  • Retirement Planning
  • Investment Reviews
  • Tax Planning
  • Insurance Analysis
  • Mobile App
  • CPA/CFP® On-Demand
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Setup fees starting at $750 After the 1st year, your fee will be adjusted and usually goes down.

ASSET
MANAGEMENT

ENHANCED CAPABILITIES TO MEET YOUR FINANCIAL GOALS
1%
 of AUM
  • Goal-Driven Asset Allocation
  • True Global Diversification
  • Independent Thinking
  • Research Driven
  • Tax Intelligent Portfolios
  • Educational Guidance
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Integrated Planning is included at no additional cost for accounts over $500,000. AUM = Assets under management; This is an annualized asset‐based fee. Additional breakpoints for assets above $1M

Specialized Services

STOCK COMPENSATION

Optimize Your Strategy
$ 850 Starts at
  • Calculate Tax Impact of Stock Comp.
  • Model & Test Various Scenarios
  • Professional Help From a CPA/CFP®
  • Multi-Year Tax Planning
  • Highly Technical Tax Optimization
  • Build the Framework for Your Strategy
  • Evaluate Options & Select a Path Forward

INVESTMENT REVIEW

Analytical Review of Your Portfolio
$ 975 Starts at
  • Portfolio Review
  • Aggregate Performance Review
  • Relative Performance vs. Benchmark
  • Analysis of Portfolio Risks
  • Investment Alignment with Goals
  • Wealth Habits Recommendations
  • Rebalance Tool

One-time engagements are also available but depends on our capacity – pricing depends on scope of project.

Getting Started is Easy