“Done for You,”
Ongoing Engagements

Wealth Management

Our most comprehensive offering with a 360 management of your finances.


Financial Planning


Ongoing Investment Management


All other unique financial needs – estate planning, special tax coordination, etc.

Investment Services Only

Investment Service only
  1. Portfolio analysis and rebalancing
  2. Risk analysis
  3. Capitalization on new, emerging trends

4. Quarterly performance review and strategy meetings
5. Tax-loss harvesting

“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

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  • 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

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  • 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


Home Buying Essentials

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  • Scenario modeling
  • Cash flow planning including property tax and maintenance expenses
  • Down payment analysis
  • Assistance with mortgage options


Pre and Post IPO Planning

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  • 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

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  • Clarity on retirement plan
  • Identify improvement areas
  • Scenario modeling with age/income/spend variables
  • Action plan working towards retirement goals


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Book an Introductory Call