• Discovery and Goal Planning
• Risk Assessment
• Retirement Modeling
• Asset Allocation Analysis
• Life Insurance Review

Initial 12/month engagement: $2,500

Anuual Renewal cost: $1,000

• Discovery and Goal Planning
• Risk Assessment
• Retirement Modeling
• Asset Allocation Analysis
• Life Insurance Review
• Social Security Planning
• Education Funding
• Tax Planning
• Estate Plan Review

Initial 12/month engagement: $4,000

Anuual Renewal cost: $2,000

• Discovery and Goal Planning
• Risk Assessment
• Retirement Modeling
• Asset Allocation Analysis
• Life Insurance Review
• Social Security Planning
• Education Funding
• Advanced Tax Planning (with CPA)
• Advanced Estate Plan Review
• Executive Compensation Analysis (Stock Options, RSU’s, PSU’s, etc.)
• Philanthropic Planning

Initial 12/month engagement: $6,000

Anuual Renewal cost: $3,000