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.
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 strategy
$3,500
Total Consultation Hours: 4
Retirement Planning
- At what age can I retire?
- How much do I have to save every year to retire early/on-time?
- How does social security affect my retirement?
- If my income increases or decreases, how does that affect my retirement?
- How do I save for my retirement and my kids simultaneously?
- How do I account for healthcare or long term care expenses in retirement?
$3,500
Total Consultation Hours: 4