Schedule a Meeting

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

Have any questions?

Check out my FAQs here.

When is a good time to discuss your needs?