See below to schedule an introductory meeting
Wealth Builder
$500 planning fee
$199/ month for singles
$249/ month for couples
Services included:
- Life planning & goal setting
- Credit optimization
- Insurance review
- Student loan payoff strategy
- Cash flow planning
- Home purchase planning
- College savings
- Open Enrollment review
- Investment advisory at 0.50%
- Tax Preparation & Notary services
Wealth Management
$1,000* planning fee
$349* / month
*Fee increases based on complexity
Services included:
- All Wealth Builder services plus
- Tax planning
- RSU & ESPP planning
- Stock option & IPO planning
- Retirement Planning
- Estate Planning
- Salary review & negotiations
- Small Business consulting
- Investment advisory at 0.50%
- Tax Preparation & Notary services
One-Time
Financial Plans
Starting at $1,000*
*Based on complexity
Services included:
- Two 1-hour meetings
- Additional meetings billed at $250/ hour
- Tax Preparation NOT included
Tax
Preparation
$200 for singles
$300 for couples
Services included:
- Federal tax return
- One State tax return
- Additional fees for Schedule C, E, & FBAR filing
IRS
Representation
$250/ hour
Services included:
- IRS audits
- Power of attorney
- Respond to IRS
- Tax amendments