Because every situation is unique, I don’t use a one-size-fits-all approach. Choose the services you need. Stop anytime.
Not ready for a long-term commitment? No problem.
Don’t have the savings to start investing? I can help you get there.
Preparing your own taxes? I’m here once things get tough.
There are no hidden fees. What you see is what you pay.
Affordable Packages for your unique needs.
Wealth Management
$1,000* planning fee
$349* / month
*Fee increases based on complexity
Services included:
- Comprehensive Financial Planning from a CFP®
- Tax planning & savings strategies
- Equity Compensation management
- College savings
- Debt payoff strategies
- Retirement Planning
- Estate Planning
- Salary review & negotiations
- Small Business consulting
- Investment management
- Tax Preparation & Notary services
No investment minimums.
In-house tax preparation.
One-Time
Financial Plans
Starting at $2,000
- Created for Do-It-Yourselfers
Tax
Preparation
Starting at $200
- Additional fees based on complexity
IRS
Representation
$250/ hour
- IRS audits
- Tax amendments