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Service Menu
Planning Packages & Services
GUIDE
Starting at $2,400
The Guide planning option includes creation of your personal financial plan, along with on-going planning meetings throughout the year and annual income tax preparation & filing. With regular guidance, your financial plan is able to evolve along with you, your life and external economic factors that influence your plan's success.
With our guidance, you will maintain management of your investment accounts but have advice to make adjustments to keep your investments aligned to your goals.
MANAGE
Starting at $3,000
All-inclusive financial and investment management with ongoing alignment of your money to your goals. Daily direct investment management & monitoring is included so your investments & financial plan are able to evolve along with you, your life and external economic factors that influence your plan.
The Manage option includes creation of your personal financial plan, along with on-going planning meetings throughout the year and annual income tax preparation & filing.
advise
Starting at $1,800
We develop a comprehensive financial plan to help you feel balanced and secure with your money. We identify your personal goals, needs and wants, then align your financial life towards success. Average duration from start to finish for developing your plan is between 3 to 4 meetings over the course of about 90 days.
Each meeting's purpose will be to review specific areas of your plan, discuss ideas and recommendations, then assist you with implementation.
tax preparation & strategy
starting at $500
We bring forward-looking recommendations to our tax services for you. As we complete & file your income tax returns each year, we analyze prior year, current year and expected changes to offer advice on how to manage your tax liability.
Included in our tax service is a mid-year tax check-up (generally late Summer or early Fall) to validate expected current year tax projection and provide any updates to your tax strategy.