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iEssentials Package

This program is great for Apple employees who are looking for a process, a plan, and help with implementation on a variety of financial considerations. We meet every 60 days and provide an open line of communication between meetings to ensure you take consistent action that can work towards impactful changes. 


What You'll Get:

  • Experienced advisors for your financial considerations
  • 5+ meetings or calls (currently says 6 meetings)
  • Deliverables that provide insight and move you towards action
  • A reliable process to address your financial planning needs
  • Unlimited email and virtual support!

What We’ll Do (in addition to Classic package):

  • Create and help execute and investment strategy
  • Develop strategy for your equity compensation (RSUs, ESPP, ISOs, NSOs)
  • Ensure you have the proper insurance
  • Design a plan to pay for your children’s education
  • Optimize the value of your employee benefits
  • Planning for and assistance with major purchases (i.e. home, car, etc)
  • Conduct Traditional versus Roth contribution analysis
  • Run long-term financial freedom projections
  • Education and college funding
  • Review custodial account contributions


$8,000


Bundle with our Estate Planning package, and save $500: 

Provide Education of the following:

  • Revocable Trust
  • Property and Asset transfer 
  • Power of Attorney
  • Advanced Healthcare Directive and HIPAA Release
  • Trust Planning