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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.
Asset-Based Pricing between 0.65%-1.50%. Minimum $250,000 in billable assets for comprehensive financial planning & included tax preparation.
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.
Pricing starts at $2,400 per year (billed monthly)
We specialize in helping professionals and small businesses be tax-wise! We collect & prepare your prior year tax returns & provide recommendations for any current opportunities to reduce your tax liability.
In addition, we bring forward-looking recommendations, based on prior year, current year and expected changes looking ahead. You will receive an additional meeting during the year (generally late Summer or early Fall) to validate expected current year tax projection and provide any adjustments to tax strategy.
Pricing starts at $500
We develop a one-time comprehensive financial plan to help you feel balanced and secure with your money and resolve questions around current financial issues that you are facing. 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.
Pricing starts at $1,800 per plan