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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


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"

  • Plan around your capital gains and find the most tax-efficient option for your goals with the money

  • Complete your 16-Point Client Checklist each year (view example here)

  • Communicate & work with your CPA to prevent common tax mishaps

  • Strategize how to best use Roth strategies for your situation

  • Analyze tax returns each year to plan for current & future tax opportunities (View a sample tax analysis)

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

  • Provide guidance around charitable causes you support

  • 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

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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