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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

Financial Planning Packages

Quick Start - $1,500

Quick Start - $1,500

  1. Help me develop my investment portfolio
  2. 5 year cash flow and savings projection
  3. Is my 401(k) properly invested
  4. Help me enroll in my employee benefits
Traditional - $3,000

Traditional - $3,000

  1. Everything from Quick Start package
  2. Rent vs buy
  3. Stock option and stock plan optimization
  4. Retirement analysis
  5. Tax savings ideas
Advanced - $4,800

Advanced - $4,800

  1. Everything from Traditional package
  2. Retirement distribution planning
  3. Concentrated stock liquidation and strategy
  4. Tax coordination with your accountant
  5. 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.

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

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