Schedule a Meeting

See below to schedule an introductory meeting

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

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

Have any questions?

Check out my FAQs here.

When is a good time to discuss your needs?