Client Portal

we offer the following services

Comprehensive Financial Planning

Comprehensive Financial Planning considers all aspects of personal finances. We will develop a plan to align your finances to attain your life goals. We identify actionable items and help prioritize them. We then monitor the financial plan on an ongoing basis and make updates as needed based on changes in personal circumstances and life goals, and the financial markets and tax laws, amongst other things.

Meeting Frequency: We meet several times in the first year during initial onboarding, and at least quarterly ongoing thereafter. We ask that you reach out to us at any time you need help outside of the scheduled meetings or when changes in your life situation could affect your financial plan.

Pricing

  • Monthly planning fee of $200 – $750/month, depending on household size and complexity and
  • Annual Investment Advisory/Management fee of 0.75% of Assets Under Advisement (AUA)
  • One-time initial onboarding fee of $3,000-$6,000

Comprehensive Financial Planning includes

  • Net worth calculation 
  • Investment Management/ Advisement services 
  • Income Tax Planning
  • Retirement Planning 
  • Education Planning
  • Insurance/Risk Mitigation 
  • Debt Management
  • Budgeting
  • Employee Benefits election
  • Estate Planning*
  • Ad hoc support for major life transitions and financial decisions

Investment Management/ Advisory Services

We believe that financial markets are largely efficient. Rather than trying to beat the market, we recommend you ride the market, and optimize long-term investment returns. We build a diversified and tax efficient investment portfolio primarily with low-cost institutional exchange traded funds (ETFs). We make appropriate investment portfolio recommendations based on a review of your financial goals, risk tolerance, time horizon, tax considerations, income needs and any other specific needs you may have.

Meeting Frequency: We will meet a couple of times for the initial onboarding and at least once annually thereafter. I also ask that you reach out to me any time you need help outside of the scheduled meetings or when changes in your life situation could affect your investment allocations.

Pricing

FEES (ASSETS UNDER MANAGEMENT /ADVISEMENT)

Up to the first $2,000,000
0.75% Annual
  •  
$2,000,000 and Above
0.50% Annual
  •  

Hourly Planning

Currently, we are not taking on new hourly planning clients.

For a client who does not have an ongoing Comprehensive Financial Planning relationship, depending on availability, we sometimes offer ad hoc financial advice to address specific issue(s) identified by you. We assess the needs of the situation and provide financial recommendations in a clear and actionable manner.

Pricing

$350 / hour

EXAMPLES

 
  • Retirement plan  contributions optimization
  • Estate settlement support services
  • Other ad hoc financial and tax planning services

Tax Preparation Services

For our ongoing Comprehensive Financial Planning clients only, we offer annual income tax preparation and filing as a supplemental service. 

The annual Tax Filing fees are in the $300 – $1,200 range.

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