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Financial Planning

Our mission is to empower people to maximize their financial potential and be the trusted financial partner they are looking for.

Financial planning is a journey, not a destination.

Everyone has their financial goals, but not everyone knows how they will get there.

How much risk should I take to reach my goals? Do I have enough to retire and at what age? How do I save for my children's education and my retirement at the same time? How can I be as tax-efficient as possible?

These are all valid questions, and fortunately, we have the answers. 

Our Firm offers transparent pricing. 

We’re different.

Save time and see our pricing below.

Our Packages



  • Develop investment portfolio & set financial goals
  • 5 year cash flow and savings projection
  • Review retirement account contributions (IRA & Roth)
  • Evaluate employer retirement plans (401(k), 403(b), SEP IRA, etc.)
  • Elect employee benefits & evaluate supplemental coverage needs


Full Details


Everything from Starter package plus:

  • Investment portfolio analysis, strategy, and recommendations
  • Year-end tax planning & savings
  • Stock options strategy and stock plan optimization for ESPP and RSUs
  • Debt strategy for mortgage, student loans, auto loans, etc.
  • Traditional versus ROTH contribution analysis
  • Education and college funding
  • Insurance planning (Life, Disability, Long-term care)
  • Assistance with major purchases (i.e. home buying help)
  • Review custodial account contributions


Full Details


Everything from Essentials package plus:

  • Tax coordination meeting with your accountant
  • Stock options strategy and stock plan optimization for ISOs and NSOs
  • Alternative investment strategy (private equity, venture capital, non-traded real estate)
  • Tax-qualified investment consideration (exchange funds, qualified opportunity zones, deferred annuities, etc.)
  • Retirement income forecasting and planning
  • 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
Topic-Specific Help

Topic-Specific Help

Contact us if you’d like to discuss getting advice on a specific topic or if you feel that one of the packages described does not apply to you.


Schedule a Call

Client Onboarding Process

Step 1:  Introductory Meeting

  • Fact gathering - your current finances and goals
  • Identify objectives
  • Define scope of engagement and timeline
  • Fee estimate

Step 2: Goal Setting + Software Setup

  • Outline short and long term goals 
  • Link accounts to eMoney software
  • Review spending and cash flow
  • Risk assessment
  • Collect fee

Step 3: Final Presentation

  • Provide recommendations and implementation advice based on your financial profile and goals.

Step 4: Execution

  • Complete account(s) setup
  • Trade execution

A Year In The Life Of Our Clients

Book a Complimentary Financial Planning Consultation

Frequently Asked Questions

1.) What’s the main difference between Essentials and Advanced? 

The main difference is that the Advanced package provides coordinated planning with a tax professional throughout the year. Coordinated planning can be beneficial to you because your strategy is developed with both financial planning and tax consequences in mind. Furthermore, it allows you to have confidence knowing you’re asking the appropriate questions to your accountant.

2.)  If I want one service from the Advanced package, can I swap that in for a service in the Essentials package that I don’t need?

Yes, you can. Our packages are priced based on how much time we spend with you so let us know what you have in mind and we’ll tailor the engagement to fit your needs.

3.)  What is the additional fee to include my spouse?

For the Essentials and Advanced packages, there are no extra fees to include your spouse. The flat fees of $5,000 and $8,000 includes the both of you.