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Financial Planning Essentials

This program is great for those with W2 incomes OR business owners who are looking for a process, a plan, and help with implementation on a variety of financial considerations. We meet every 60 days and provide an open line of communication between meetings to ensure you take consistent action that can work towards impactful changes. 

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
  • 5+ meetings or calls
  • Deliverables that provide insight and move you towards action
  • A reliable process to address your financial planning needs
  • Unlimited email and virtual support

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

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

12-Month Engagement


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

Education of the following:

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

Client Onboarding Process

Step 1: Introductory Meeting

  • Fact gathering - your current finances and goals
  • Identify objectives
  • Define scope of engagement and timeline
  • Fee estimate

Step 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

Step 3: Final Presentation

  • Provide recommendations and implementation advice based on your financial profile and goals.

Step 4: Execution

  • Complete account(s) setup
  • Trade execution

Book an Introductory Call