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Financial Planning for Apple Employees

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Save time and see our pricing below.

Package Options



  • Develop investment portfolio & set financial goals
  • 5 year cash flow and savings projection
  • Review retirement account contributions (IRA & Roth)
  • Evaluate Empower Retirement 401(k) plan
  • Elect employee benefits & evaluate supplemental coverage needs


Full Details


Everything from iStarter package plus:

  • Investment portfolio analysis, strategy, and recommendations
  • Build a go-forward investment plan for your future savings
  • Empower Retirement Mega Back Door Roth Contribution
  • Develop your concentrated stock liquidation strategy
  • E*Trade stock plan optimization (ESPP, RSU)
  • Traditional versus ROTH contribution analysis
  • Retirement income forecasting and planning
  • Insurance planning (Life, Disability, Long-term care)
  • Assistance with major purchases (i.e. home buying help)
  • Education and college funding
  • Review custodial account contributions


Full Details


Everything from iStarter + iEssentials packages plus:

  • Tax coordination meeting with your accountant
  • Alternative investment strategy (private equity, non-traded real estate)
  • Tax-qualified investment consideration (exchange funds, qualified opportunity zones, deferred annuities, etc.)
  • Concentrated stock strategies & liquidation (10b5-1 planning)
  • Estate planning review - updating documents and beneficiaries as needed
  • Budget analysis (spending by category, spending history, budget establishment)
  • Roth IRA Conversion analysis
  • Annual gifting & charitable giving


Full Details

About Our Fees

For clients that want a comprehensive financial plan, but are not looking for investment management services, we charge planning fees ranging from $3,000 to $10,000 based on your needs. We will also do one-time project work based upon an agreed-upon scope of work. We will make a good faith estimate of the number of hours needed to complete the project. Fees typically start at $3,000 for project-based engagements.

This fee does not include any ongoing advice post-engagement, nor does it include detailed investment portfolio recommendations that would typically qualify as services applicable as wealth management services.

The Onboarding Process - The First 8 Weeks

A Year In The Life Of Our Clients

Financial Planning Complete - Annual Calendar

Book a Introductory Call