This package is ideal for those who value 360-degree coverage on all of their financial planning considerations and the convenience of white glove service. Our Complete engagement extends beyond the Starter and Essentials packages by offering a more comprehensive approach to investment strategies with a focus on tax efficiencies and coordination with your accountant.

Our services are for you if most of the following applies to your situation:

• You have young children or are expecting your first child.
• Your household income is greater than $350,000/year.
• You don't have the time to be proactive with your family's finances. You may enjoy managing your family's finances, but your time is best used in other ways.
• You have life transitions on the horizon for you like getting married, growing your family, moving, etc.
• You are a business owner/aspiring to be a business owner in the near future.
• You have over $100,000 in student loan debt.
• You receive stock options/restricted stock through your employer.
• You need someone to quarterback communication and make introductions to other experts (CPAs, estate attorneys, life insurance agents, mortgage brokers, etc.)

What You'll Get:

• Experienced advisors for your financial considerations
• 6+ Meetings or Calls
• Coordination of tax-planning with your CPA
• Deliverables that provide insight and move you towards action
• A reliable process to address financial planning needs
• Unlimited email and virtual support!

What We’ll Do (in addition to Starter + Essentials package):

• Create and help execute and investment strategy
• Develop strategy for your equity compensation (RSUs, ESPP, ISOs, NSOs)
• Coordinate tax-planning with your CPA as required
• Ensure you have the proper insurance
• Design a plan to pay for your children’s education
• Optimize the value of your employee benefits
• Planning for and assistance with major purchases (i.e. home, car, etc)
• Review custodial account contributions
• Conduct Traditional versus Roth contribution analysis
• Run long-term financial freedom projections
  

$10,000

We deliver on this engagement in 90 days or less

Bundle with our Estate Planning package, and save $500: 

We provide Education of the following:

• Revocable Trust
• Property and Asset transfer 
• Power of Attorney
• Advanced Healthcare Directive and HIPAA Release
• Trusts 

The Onboarding Process - The First 8 Weeks