Financial Planning

You have certain financial dreams and goals, but you are not clear about how to go after them. You are searching for a financial decision-making process that will act as your present and future roadmap. You seek a professional guide and an accountability partner.

THE ONGOING COMPREHENSIVE FINANCIAL PLANNING RELATIONSHIP IS THE TOOL We'll use to help YOU ANSWER QUESTIONS LIKE

Through a series of meetings, we address all areas of your life affected by money on an ongoing basis. Typical areas we address:

New to America financial education

Debt payment strategies

College savings options

Spending plans

Insurance analysis

Workplace benefits

Stock options (RSUs, ISOs, NQSOs, ESPPs)

Investment analysis

Retirement accounts like IRAs, 401k

Updating estate planning documents

Overseas trips and other major ticket items

Cross-border issues

Tax planning

  • You’ll have access to your personal planning portal via our financial planning software. This allows you to be able to track your net worth, investment holdings, cash flow, and other financial reports.

  • We use the portal to keep us organized, by maintaining a running list of all the tasks we are working on. You never have to wonder what’s next!

  • Through a true team approach (you, us, and outside professionals like CPAs, and attorneys), we implement the recommendations one at a time.

We provide ongoing discretionary management of your investable assets, through accounts held in custody at TD Ameritrade or Charles Schwab. 

What are the Fees for Comprehensive Financial Planning?

You will know exactly how much it’s going to cost before we start.

INDIVIDUALS – A flat annual fee starting at $4,000.

COUPLES – A flat annual fee starting at $5,000.