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Financial Planning Advanced

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 Advanced 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.

What You'll Get:

  • 6+ Meetings or Calls
  • 6 Deliverables that provide insight and are actionable
  • A reliable process to address financial planning needs
  • Open dialogue on your finances for 12 months

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

  • Attend tax coordination meetings with your accountant
  • Comprehensive review of investment strategies, including alternative investments, tax-qualified investments, etc.
  • Retirement income forecasting and planning
  • Concentrated stock strategies & liquidation
  • Review estate plan and update documents/beneficiaries
  • Conduct budget analysis
  • Roth IRA Conversion analysis

Plus, save $500 on Estate Planning services: 

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


Schedule a Call to Learn More