WORK WITH US
Here are the types of relationships we offer.
Just as our name implies, we are here to work with you in a manner that works for you. You will still have access to the same expertise, but you can choose what amount of advice you want, or how frequently you want it. Our initial call will help us determine which service level may be the best fit for you, and we make it easy to change as your needs change.
Project Plan
For those who need a one-time look through and guidance $2,500-$10,000/one-time fee
- Based on complexity
- 6-months of follow-up via email and phone calls
- Action items and recommendations
- Implementation Assistance
- 1-2 Annual Review meetings
- Additional meetings available when life changes
- Employee Benefits Optimization
- Insurance Analysis and Review
- Cash Flow/Budgeting
- Investment Analysis and Review
- Equity Compensation Projection
- Tax Planning Projection
- Estate Planning
- 50% due at signing. 50% due at completion.
- Any work outside of the 6-month follow-up period would require a new agreement, and subsequent payment of a new one-time fee depending on complexity.
Subscription Planning
Ongoing, comprehensive planning. $175-1000/month
- Based on complexity
- Ongoing follow-up/access via Email, Phone, and Zoom
- Action items and recommendations
- Implementation Assistance
- 1-2 Annual Review meetings
- Additional meetings available when life changes
- Employee Benefits Optimization
- Insurance Analysis and Review
- Cash Flow/Budgeting
- Investment Analysis and Review
- Equity Compensation Planning
- Tax Planning
- Estate Planning
- $750 Initial Planning Fee
- Optional: Investment Management is available for 0.35% annually. No account minimum.
- Switch to Full-Service Investment Management and drop the monthly fee when you reach a certain level of assets.
Investments
Full-service Investment Management for those over $350k of investments $See below:
- Includes everything listed in Subscription Planning
- Keep life simple by working with our Custodians, Charles Schwab or Altruist to have a central hub for your investments
- Receive integrated investment advice aligned to your overall financial planning needs
Fee schedule for services: 1.00% : ($0-$500K) 0.90% : ($500,001-$1M) 0.80% : ($1,000,001-$3M) 0.70% : ($3,000,001+)
- All investment fees listed above are an annual rate, billed quarterly. Tiers are blended.
- (Example: 1.00% billed quarterly would be 4 separate bills of 0.25% of the account value)
