services

Ongoing financial planning and investment management

Ongoing financial planning engagement is invaluable due to the immediate access it provides to expert guidance when needed. Life is unpredictable; whether a positive opportunity arises, such as an unexpected inheritance, or a challenge occurs, like job loss, having a dedicated financial planner ensures that you have a trusted point of contact ready to address your concerns. This proactive support enables you to respond effectively to changes, make informed decisions, and navigate financial complexities with confidence. Being prepared for the unexpected helps secure your financial future and offers peace of mind, knowing that professional assistance is always within reach.

  • After the agreement is signed, we will:

    Meeting 1: Discuss goals and confirm data

    Meeting 2: Present initial recommendations on cash flow, investments and retirement analysis

    Meeting 3: Discuss tax projection, insurance and estate planning

    After the first year, we will meet in the spring and fall each year with regular check-ins in between.

  • Flat fees starting at $5,500. All fees are based on complexity and will be discussed in our intro call.

  • This offering aims to optimize investment returns while managing risk and taxes according to your goals and preferences. See investment page for more details.

  • Retirement planning involves forecasting future financial needs and implementing a strategy to accumulate sufficient resources to meet those needs. We will review savings, investment choices, and help understanding Social Security benefits to ensure a comfortable retirement.

  • Equity compensation can take several forms:

    1. Stock Options: These give employees the right to purchase a specific number of shares at a predetermined price, known as the exercise or strike price, within a certain time frame. Employees benefit if the company's stock price exceeds the strike price.

    2. Restricted Stock Units (RSUs): RSUs are company shares granted to employees as part of their compensation, subject to vesting conditions. Once vested, employees receive actual shares, which they can sell or hold.

    3. Employee Stock Purchase Plans (ESPPs): These plans allow employees to purchase company shares at a discounted rate, often through payroll deductions over a specified offering period.

    4. Performance Shares: These shares are granted based on the company's performance or the achievement of specific goals. Employees earn shares if the performance metrics are met.

    Let me help you understand the potential tax implications, risks, and strategies to optimize your financial outcomes.

  • We will explore different education funding scenarios and outline the most effective approach going forward.

  • Tax planning is strategically organizing your financial affairs to minimize your tax liability over the long haul. Ongoing planning clients receive a tax projection each year to better anticipate tax season.

One-time Financial plan

Consider this a snapshot in time of your finances. Regardless of your starting point, you will gain clear objectives, a comprehensive action plan, and the motivation to take control of your finances.

  • We will conduct three virtual meetings:

    1. Meeting 1: Discuss goals and gather data.

    2. Meeting 2: Present recommendations.

    3. Meeting 3: Follow up on implementation.

  • Plans starting at $3,800. All planning fees are based on complexity and will be discussed during our intro call.

Hourly

Whether you’re planning for retirement, optimizing investments, or just getting started, I provide clear, practical guidance—without sales pitches or asset management fees. Just advice on one or two topics so you can implement them yourself.

  • We will conduct one planning meeting:

    1. Phone Call (20 mins): To discuss needs and provide a quote for hours needed

    2. Virtual Meeting: Conduct a meeting and send summary of recommendations.

    *One-time plan clients can come back for a plan refresh on an hourly rate at any time

  • Hourly rate of $250/hour. Number of hours will be discussed during our intro call based on topics covered.