“Done for You,”
Ongoing Engagements
Wealth Management
Our most comprehensive offering with a 360 management of your finances.
1
Financial Planning
2
Ongoing Investment Management
3
All other unique financial needs – estate planning, special tax coordination, etc.
Investment Services Only
- Portfolio analysis and rebalancing
- Risk analysis
- Capitalization on new, emerging trends
4. Quarterly performance review and strategy meetings
5. Tax-loss harvesting
$500,000 minimum with TPWA
“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
- Generate and draft estate planning documents with attorney – trust, will, power of attorney, health care agent, guardianship
- Assistance with notary and all processing
- Gifting strategies
$6,000
Home Buying Essentials
- Scenario modeling
- Cash flow planning including property tax and maintenance expenses
- Down payment analysis
- Assistance with mortgage options
$2,000
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
Retirement Planning
- Clarity on retirement plan
- Identify improvement areas
- Scenario modeling with age/income/spend variables
- Action plan working towards retirement goals
$8,000
