Model S Solo
- Develop investment portfolio & set financial goals
- 5 year cash flow and savings projection (click to see video of an example)
- Review retirement account contributions (IRA & Roth)
- Evaluate Fidelity Retirement 401(k) plan
- Elect employee benefits & evaluate supplemental coverage needs
- Investment portfolio analysis, strategy, and recommendations
- Build a go-forward investment plan for your future savings
- Develop your concentrated stock liquidation strategy
- E*trade stock diversification plan for ESPP and RSUs (click for example)
- Traditional versus ROTH contribution analysis
- Retirement income forecasting and planning
- Insurance planning (Life, Disability, Long-term care)
- Assistance with major purchases (i.e. home buying help)
- Education and college planning
- Review custodial account contributions
$6,000
We deliver on this engagement in 90 days or less
Model S Family
- Develop investment portfolio & set financial goals
- 5 year cash flow and savings projection (click to see video of an example)
- Review retirement account contributions (IRA & Roth)
- Evaluate Fidelity Retirement 401(k) plan
- Elect employee benefits & evaluate supplemental coverage needs
- Investment portfolio analysis, strategy, and recommendations
- Build a go-forward investment plan for your future savings
- Develop your concentrated stock liquidation strategy
- E*trade stock diversification plan for ESPP and RSUs (click for example)
- Traditional versus ROTH contribution analysis
- Retirement income forecasting and planning
- Insurance planning (Life, Disability, Long-term care)
- Assistance with major purchases (i.e. home buying help)
- Education and college planning
- Review custodial account contributions
$8,000
We deliver on this engagement in 90 days or less
Model X
- Develop investment portfolio & set financial goals
- 5 year cash flow and savings projection
- Review retirement account contributions (IRA & Roth)
- Evaluate Fidelity Retirement 401(k) plan
- Elect employee benefits & evaluate supplemental coverage needs
- Investment portfolio analysis, strategy, and recommendations
- Build a go-forward investment plan for your future savings
- Develop your concentrated stock liquidation strategy
- E*Trade stock plan optimization (ESPP, RSU)
- Traditional versus ROTH contribution analysis
- Retirement income forecasting and planning
- Insurance planning (Life, Disability, Long-term care)
- Assistance with major purchases (i.e. home buying help)
- Education and college planning
- Review custodial account contributions
- Tax coordination meeting with your accountant
- Alternative investment strategy (private equity, non-traded real estate)
- Tax-qualified investment consideration (exchange funds, qualified opportunity zones, deferred annuities, etc.)
- Concentrated stock strategies & liquidation (10b5-1 planning)
- Estate planning review - updating documents and beneficiaries as needed
- Budget analysis (spending by category, spending history, budget establishment)
- Roth IRA Conversion analysis (click to see an example)
- Annual gifting & charitable giving
$10,000
We deliver on this engagement in 90 days or less
The First 6 Months - Model X
Please note that the below meeting structure is just an example. Meeting topics and frequency will be adjusted based on your specific situation.