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Financial Planning Steps

1. Initial Meeting

  • Fact gathering
  • Identify objectives
  • Define scope of engagement and timeline
  • Fee estimate

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

3. Final Presentation

  • Provide recommendations and implementation advice

4. Execution

  • Account(s) setup
  • Trade execution

Initial Planning Packages

Quick Start - $2,500

Quick Start - $2,500

  • Help me develop my investment portfolio
  • 5 year cash flow and savings projection
  • Is my 401(k) properly invested
  • Help me enroll in my employee benefits
Traditional - $4,000

Traditional - $4,000

  • Everything from Quick Start package
  • Rent vs buy
  • Stock option and stock plan optimization
  • Retirement analysis
  • Tax savings ideas
  • Traditional vs Roth contribution analysis
Advanced - $6,000

Advanced - $6,000

  • Everything from Traditional package
  • Retirement distribution planning
  • Concentrated stock liquidation and strategy
  • Tax coordination with your accountant
  • Alternative investment education
Topic Specific Help - $400/hr

Topic Specific Help - $400/hr

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

Annual Ongoing Planning Packages

Here’s an overview of what a year in the life of our clients looks like:

Book a Complimentary Financial Planning Consultation