Topic-Specific Packages
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.
Pre and Post IPO Planning
- Stock options exercise strategy
- Liquidity & cashflow considerations
- Tax-efficient diversification strategies
- Concentrated stock strategies
$4,000 - $7,500
Home Buying Essentials
- Can I afford the home I want?
- Model out the impact of my cashflow.
- Help me evaluate mortgage options.
- Plan for property tax and maintenance expenses.
- How much of a down payment should I put down?
- Which assets are best to liquidate for my down payment?
- Do I need additional life insurance to back the loan?
$2,000
Total Consultation Hours: 3
Tax Planning
- Backdoor & Mega backdoor Roth strategy (invest in private companies, putting money in a Roth even if you are above the income limit, etc.)
- Tax-efficient liquidation planning (using lines of credit to achieve tax-efficiency, qualified opportunity zones, etc,)
- Tax Sheltered (tax-qualified life insurance, tax-sheltered annuities, etc.)
- Estate Tax mitigation strategy
$3,500
Total Consultation Hours: 4