Focused Growth
Planning
Best for retirees or pre-retirees over age 50 who want expert ongoing guidance with irreversible retirement decisions.
$500,000+
Managed Accounts
You will be brought onboard over 2 - 3 meetings. After the initial meetings and account setup, I proactively reach out to meet 2x per year in the spring & fall.
Includes:
- Safety-first investment approach to protect your nest egg and retirement lifestyle
-
Plan around your capital gains to find the most tax-efficient option for your goals with your money
- Cooperate with your CPA to prevent costly tax mishaps
- Strategize how to best use Roth accounts for your situation
- Analyze tax returns each year to plan for current & future tax opportunities
- Act as an accountability partner to help you achieve your financial goals
- Actively monitor your financial health for necessary course-corrections
- Evaluate any new tax and estate law changes to see how you might be affected on an ongoing basis
- Coordinate with your other professionals around your financial strategies
Hourly
Planning
Best for the DIY-er, or someone getting started on their path to financial independence. You might be looking for guidance on a specific problem, or possibly a checkup on your financial plan.
$150/hour
Completed project plans often range between
$1,200 - $3,000 depending on complexity
This process usually takes around 4 weeks to complete. Speed of completion depends solely on your availability and how quickly you provide requested documents & information.
Includes:
- 30 days of email support after plan delivery for any plan relevant follow-up questions
- Professional analysis of your current investment plan with recommendations
- Review of your tax returns to help spot potential errors and opportunities before it's too late
- Guidance to keep you on your path to financial independence
- Advice on retirement planning strategies specific to your situation
- Identify potential hidden financial hazards you may not be aware of
- Receive advice custom
tailored to your values, goals, and stage of life
- Action Plan with detailed steps on how to implement your financial plan
Other services include Investment Management for Deferred Sales Trusts & Employee Benefit Plan Consulting Services
Not quite ready to schedule an appointment? That's okay!