“Done For You,” Ongoing Engagement
Wealth Management
Our most comprehensive offering with a 360 management of your finances.
2
Ongoing Investment Management
3
All other unique financial needs – estate planning, special tax coordination, etc.
“Done With You,”
A La Carte Packages
If you are requiring help on a specific area of your finances, the following flat-fee packages are right for you.
Financial Planning
- Cash flow analysis and goal setting
- Retirement account contributions
- Employer retirement and benefit plans
- Investment portfolio analysis and recommendations
- Education and retirement planning
- Insurance analysis
Starting at $6,000
Estate Planning
- Our end-to-end solution includes document generation with estate attorneys, development and education of estate tax strategies, notarization of documents, and more.
$6,500 – $20,000
Pre and Post IPO Planning
- Restricted stock units (RSUs) and stock options (ISOs/NQSOs) exercise strategy
- Liquidity & cashflow considerations
- Tax-efficient diversification strategies
- Concentrated stock strategies
Starting at $5,000
