Advisory Services

Services that align with your unique goals.

For those who need a professional to help them with a limited number of planning areas.

Investment:

Personalized Portfolio Review: $2,500
Stock-Based Compensation Review: $2,500

All other project based planning is priced
based on how many planning areas, estimated hours of work & complexity.

For those who need a one-time wealth plan for every aspect of their financial life, and don’t need ongoing support.

Planning Areas:

  • Cash Flow Analysis
  • Insurance Planning
  • Education Planning
  • Retirement Planning
  • Investment Optimization
  • Tax Strategy
  • Estate & Legacy Planning
  • Debt Payoff Strategy
  • Life Event Planning
  • For Corporate Professionals: Stock-Based Compensation Planning
  • For Active Traders & DIY Investors: Strategy Review

Additional Planning Areas For Business Owners (all of the above, plus):

  • Business Entity Analysis
  • Self-employed Retirement Plan Analysis
  • Business Cash Flow Planning
  • Asset Protection Planning
  • Succession Planning
  • Business Coaching

Investment:

DIY Investors & Corporate Professionals – $8,000

Business Owners – $10,000

For those who need a wealth plan for every aspect of their financial life and want ongoing support, tax planning, and access to me.

Planning Areas:

  • Cash Flow Analysis
  • Insurance Planning
  • Education Planning
  • Retirement Planning
  • Investment Optimization
  • Tax Strategy (With Proactive Yearly Planning)
  • Estate & Legacy Planning
  • Debt Payoff Strategy
  • Life Event Planning
  • For Corporate Professionals: Stock-Based Compensation Planning
  • For Active Traders & DIY Investors: Strategy Review

Additional Planning Areas For Business Owners (all of the above, plus):

  • Business Entity Analysis
  • Self-employed Retirement Plan Analysis
  • Business Cash Flow Planning
  • Asset Protection Planning
  • Succession Planning
  • Business Strategy Coaching

Investment:

DIY Investors & Corporate Professionals – $10,000/year

Business Owners – $12,000/year

The Process

Step 1: Fill out the application below and I’ll email you to schedule a 15-minute discovery call with me.

Step 2: We will decide which service is right for your needs and you’ll sign a client agreement.

Step 3: You’ll be setup to start uploading documents in the secure portal.

Step 4: I get to work on your project or comprehensive plan.

Calls with me will be scheduled accordingly throughout the process!

Application Form

* indicates required
Total Net Worth (Including home equity & illiquid/privately held stock) *
Annual Income *