We don’t believe “one-size-fits-all” for financial planning.
Which Service path is right for you?
Are you looking for a partner by your side for the long haul?
The two main advantages of comprehensive planning are investment management services and the benefit of having a long-term partner.
Management of retirement and brokerage accounts is included in comprehensive planning for no additional fee. To learn more about our management services, please visit our investment management page.
Comprehensive Planning also offers the benefit of someone by your side through all of life’s expected and unexpected events. The continual nature of the relationship offers year-round planning opportunities such as Roth conversions, tax lost harvesting, rebalancing, and charitable gifting. The service also includes an annual review of your estate plan, insurance coverage, and overall financial plan.
$8,500 Per Year*
Comprehensive planning
Are you looking for a retirement plan you can follow?
If you are looking to take a more DIY approach to your finances, a one-time plan could be a great option.
A one-time plan can serve a variety of objectives. For those already retired, you may be looking to reassess the path you’re on for ways to optimize or level-set. For those about to set sail into retirement, you may be looking for a map you can follow. Even those still years away from retirement may wonder if they are on track and seeking guidance on how to improve their chances of sucess.
A one-time plan involves steps 1-3 of our planning process and is a one-time engagement.
If, after the planning engagement, you’d like to transition to the comprehensive service option, you will be credited what you’ve already paid towards the comprehensive planning fee.
$1,000-$5,000 Per Plan*
one-time plan
Are you looking for someone to point you in the right direction?
You may have specific questions regarding your finances. For instance, you could be looking to formulate a reasonable budget in retirement, seeking advice on when to claim social security, debating whether to pull a lump-sum from a pension, or considering the pros and cons of a Roth conversion.
Whatever the case, hourly advice is best for one-off questions or isolated objectives. Hourly advice does not follow our multi-step planning process.
If you are looking for a holistic perspective of your finances, we believe a financial plan will offer a deeper, and often more cost-effective, experience.
$350 Per Hour*