Full Service
Planning*
Best for business owners wanting to sell & not get killed in taxes, and pre-retirees wanting expert help with irreversible retirement decisions.
*Limited to 50 households *
$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
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Plan around your capital gains to find the most tax-efficient option for your goals with the money
- 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
- Actively monitor for course-corrections required on your financial path
- 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 just getting started on their path to financial independence. You just need a little bit of guidance to find answers to your questions.
$150/hour
Completed projects often range between $1,500 - $3,000 (depending on complexity)
This process usually takes around 4 weeks to complete. Speed of completion depends on how quickly you want to move and the timeliness of gathering requested documents.
Includes:
- 30 days of email support after plan delivery for any plan relevant follow-up questions
Covers four overall areas in detail:
-
Tax planning strategies
- Retirement planning
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Investment analysis
- Risk management
Not quite ready to schedule an appointment? That's okay!