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What we offer
What we offer
Our services include Comprehensive Financial Planning, Investment Management, and Tax Preparation.
Comprehensive Financial Planning
Comprehensive Financial Planning
Comprehensive financial planning evaluates the many facets of your financial life to answer the questions: "Are we going to be okay?", "Can we achieve our goals?", and "What are the trade offs?".
Investment Management
Investment Management
We manage your funds in accounts custodied at Charles Schwab and provide professional investment management with one philosophy, regardless of investment size. We are listed as an investment advisor which means we can execute trades but can NOT move money outside of your account.
Tax Preparation
Tax Preparation
We are an enrolled agent, which means we are credentialed to prepare your taxes and represent you before the IRS if necessary. Pairing tax preparation with financial planning allows for seamless integration with the plan and investment strategies. Annual preparation is a separate agreement pending individual complexity.
How much does it cost?
How much does it cost?
Ongoing financial planning and investment management, including tax preparation, typically costs $10,000 per year. This ranges up or down depending on complexity. Complexity factors include single vs. married, number of dependents, years till retirement, small business ownership, rental property, equity compensation and more. We will always have a flat fee quote for you by the end of our second meeting and before we sign any agreements.
How do we get started?
How do we get started?
Onboarding as a new client takes anywhere from two to five months and is covered across five meetings. The first two meetings are free. This provides time to assess the mutual fit and provide a clear and fair flat fee quote. By the end of the fifth meeting, we have clear tasks to get your financial life in alignment with your goals and will work with you to implement them.
Next Steps
Next Steps
Learn more About Us ✔
Review our Services and Fees ✔
Check out our approach to finances in Blogs and Videos
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