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Transparent Service Offerings

Full Service
Planning

Best for business owners wanting to sell & not get killed in taxes, or established professionals wanting expert help with irreversible retirement decisions.

SCHEDULE A CALL


$500,000+ 
Managed Accounts

(or $7,500 paid annually if accounts are < $500k)


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:

  • Everything from "Focused Growth Planning"

  • Complete your 16-Point Checklist each year

  • Communicate regularly with your CPA to prevent common tax mishaps

  • Examine how to best utilize Roth strategies for your situation

  • Analyze tax returns each year to plan for current & future opportunities

  • Act as an accountability partner for what you are wanting to achieve

  • Provide guidance for any future gifts you intend to make

  • Evaluate new tax and estate law changes to see how you might be affected

  • Ensure your estate documents still align with your current situation

Focused
Growth Planning

Best for a growing business owner or 1099 professional looking to lower their lifetime tax bill and be more confident in their future by growing their net worth.

SCHEDULE A CALL


$100,000+ 
Managed Accounts


You will be brought onboard over 2 - 3 meetings. After the initial meetings and account setup, I proactively reach out to meet 1x per year in the fall.


Includes:

  • Decision partner for life events

  • Safety-first investment approach to protect your nest egg

  • Optimize your investments to lower your current & future tax bill

  • Actively monitor for course-corrections required on your financial path

  • On-demand advice

  • Customize your investment selections to match your preferences

  • Maintain your long-term retirement plan trajectory



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