Our plans are heavily customized and unique to you. We will help you reach your goals, whatever they may be.
Comprehensive Financial Planning
This service is not available to residents in the State of Washington.
Beginning with the construction of a bespoke financial plan , our service follows a proactive, year-round rhythm. We maintain a 360-degree view of your financial life through a structured seasonal cycle. This process ensures your roadmap is regularly reviewed and updated to stay aligned with your goals as your life and the markets evolve.
Cashflow Planning
Debt Management
Risk Management
Education Planning
1
Review Meetings
Clients receive no fewer than semi-annual review meetings.
Wealth Accumulation
Employee Benefits Review
Investment Strategies
Tax Minimization Strategies
What's Covered
2
Progress Monitoring
Advisor will monitor your Client Portal to provide accountability and help ensure the proper implementation of your financial plan.
Retirement Planning
Charitable Giving
Legacy Planning
​Major Purchases
3
Analysis Updates
We proactively refresh your financial plan annually, keeping your goals and your portfolio in perfect sync.
Annual Service Roadmap
All Comprehensive Engagements begin with the construction of a financial plan (60 - 90 days).
Spring
Summer
Fall
Winter
-
Security Review
-
Insurance Review
-
The Family Summit
-
Tax Return Observations
-
Goal Review & Report Card
-
Withholding/Estimated Payments
-
Year in Review Report
-
Prepare CPA Tax Letter
-
Sinking Fund Estimate
-
Review Income & Expenses
-
Set Monthly Discretionary Ceiling
-
Emergency Preparedness Review
-
Charitable Giving Review
-
Estate Plan Review
-
Financial Plan Update
-
Investment Deep Dive
-
Spring Review Meeting
-
Mid-Year Tax Review
-
Credit Report Review
-
Fall Review Meeting
-
Investment Deep Dive
-
Company Benefits Review
-
Roth Conversion Assessment
-
RDM Planning
-
Social Security & Medicare
-
HSA/FSA Optimization
Want to learn more? Click below to download our Service Guide.
Pricing Structure
Our pricing is tailored to the complexity of each client’s financial situation. To determine the cost of your first year of service, you’ll complete a brief Complexity Questionnaire during our introductory process. This allows us to provide a fair, transparent quote that reflects the depth of planning and support your situation requires.
​
To begin our partnership and the construction of your financial plan, a one-time Initial Onboarding & Setup fee of $500 is due at the start of each engagement. Fees for our ongoing comprehensive planning and seasonal oversight are billed quarterly in arrears.
Sample Clients
Sample Client One
Minimum Complexity
$1,000 (Quarterly)​
​
1 income earner
Household Income: $350,000
Dependents: 0
Salary/W-2 Income
Receives RSU's
Has 2 Investment Accounts
No real estate (except primary home)
Less than 5% of net worth in alt. investments
Holds no debt
Contributes to retirement accounts
Estate plan: N/A
Does not own a business
No special considerations
​
Sample Client Two
Medium Complexity
$1,625 (Quarterly)​
​
2 income earners
Household Income: $700,000
Dependents: 1
Salary/W-2 Income
No Equity Compensation
Has 4 Investment Accounts
No real estate (except primary home)
Less than 5% of net worth in alt. investments
Holds debt (Mortgage)
Contributes to retirement accounts
Estate plan: Not started
Does not own a business
Holds assets outside US, Non-US Citizenship​
Sample Client Three
Highest Complexity
$2,250 (Quarterly)​
​
2 income earners
Household Income: $1,250,000
Dependents: 2
Multiple Sources (rental, salary, business)
Stock options & ESPP
Has 7 Investment Accounts
Multiple rental & commercial properties
More than 5% of net worth in alt. investments
Holds debt (mortgages & business)
Within 10 years of retirement
Estate plan: Needs updating
Owns a business
No special considerations
​