Financial Planning
A financial plan matched to the complexity of your life and your business.
How We Work
Every financial plan we build is priced the same way. We match you to one of four planning tiers based on the complexity of your situation, then apply a flat fee for the initial plan and a flat monthly fee for ongoing planning. No hourly billing and no surprises.
Foundational
Building the basics
You’re thinking:
"I need a clear picture and a plan I can follow.”
What you need help with:
- Get my finances organized in one place
- Build a budget and savings plan that works
- Know if I'm saving in the right accounts
- Set clear goals and see if I'm on track
- Understand my 401(k) and workplace benefits
- Have a professional Ican ask
Core
Accumulating wealth
You’re thinking:
“I need a financial partner to keep me on track.”
What you need help with:
- Am I on track for the retirement I want?
- Make the most of my income and savings
- Protect my spouse and family
- Can I afford the house, the business, the big commitment?
- Plan for college, a move or a career change
- A valued partner as my life gets more complex
Comprehensive
Business owners and families with moving parts
You’re thinking:
“I need one plan that pulls everything together.”
What you need help with:
- Manage income from the business and everything else
- Plan for taxes now and in retirement
- Coordinate my company retirement plan with my personal planning
- Put an estate plan in place that I understand
- Evaluate a major financial decision with confidence
- Keep my family protected as the business grows
Advanced
Take full command of your finances and your legacy
You’re thinking:
"I need a personal CFO to coordinate my whole financial picture.”
What you need help with:
- Find and fix inefficiencies across my finances
- Organize my assets to plan for taxes now and later
- Plan the sale or transfer of my business to fund retirement
- Understand estate planning techniques for transfer taxes
- Prepare my family for a future inheritance
- Coordinate my attorney, CPA and advisors
What ongoing planning includes
Ongoing planning includes plan updates as your life and business change, scheduled progress reviews, and access to your advisor between meetings. Billed monthly.
How we determine your tier
Your tier comes from a complexity score across ten factors, from how your income is earned to how your assets are titled.
Financial Planning for Business Owners
Financial planning for business owners and families, from building the basics to planning your legacy.
Understanding Your Estate: Critical Elements of an Estate Strategy
Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.