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Trailblazer Planning Package

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 Trailblazer engagement extends beyond the Classic and Lightning 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:

  • Experienced advisors for your financial considerations
  • 6+ meetings or calls (currently says 6 meetings)
  • Coordination of tax-planning with your CPA
  • 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 + Lightning 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


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


Book an Introductory Call