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Lightning Package

This program is great for SFDC employees 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 leads to impactful changes. 


What You'll Get:

  • Experienced advisors for your financial considerations
  • 5+ meetings or calls (currently says 6 meetings)
  • 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 Classic package):

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


$8,000


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

Provide Education of the Following:

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


Schedule a Call to Learn More