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A Strategy That Evolves With Your Life

A personalized financial strategy that integrates investments, tax awareness, retirement planning, and long-term wealth goals designed to evolve with your career and life milestones.

Price and Delivery

Our Wealth Management program is designed to help make your journey clear, structured, and less stressful. Whether you prefer a flat annual fee or an AUM-based model, we offer flexible options tailored to your situation. We do not prioritize proprietary products, and any relationships, referral arrangements, or compensation that could create a conflict are fully disclosed.

Annual Flat Fee:

Starting at $10,000
Typically ranges up to $20,000+ depending on complexity

AUM-Based Model:

0.75% – 1.5% annually
Scales with your assets under management

Planning Focus:

Holistic & Equity-Integrated
Retirement, tax, estate, and equity compensation — all in one roadmap

Your Advantage

Clarity, Confidence & a Plan That Moves With You

Holistic Integration:

Investments, tax, estate, risk, and equity compensation — all in one cohesive strategy.

CFP® Oversight

Expert guidance from a Certified Financial Planner with deep equity compensation experience.

Proactive Planning

Quarterly touchpoints ensure your plan evolves with your career, not behind it.

No Proprietary Products

We don’t have anything to sell you — only strategies tailored to your goals.

Monthly Framework

APIM Financial Planning Process

Our financial planning process is structured around a proactive monthly planning calendar. Each month focuses on specific areas of your financial life — from investment reviews and equity planning to tax awareness and long-term strategy alignment.

Q1: Foundation & Goal Setting: (January-March)

  • Annual goal setting and planning
  • Equity Comp review
  • Retirement plan analysis
  • Review Gains, Income and tax efficient planning
  • Debt consolidation and Mortgage
  • Ita/Roth contributions
  • Q1 Portfolio review
  • Collaboration with Tax accountant

Q2: Mid-Year Planning: (April-June)

  • Collaboration with Tax accountant
  • Equity & Tax planning
  • Tax Return Analysis
  • Education Planning
  • Major purchase planning
  • Alternative investments review
  • Mid year cash flow check-in
  • Q2 Portfolio review

Q3: Planning & Benefits Review: (July-September)

  • Savings and retirement plan check in
  • Business Planning
  • Complex Estate Planning strategy review.
  • Equity Comp review
  • Employee benefits review
  • Q3 portfolio review

Q4: Year-End Tax, Risk and Wealth Planning: (October-December)

  • Life, Disability, arıd Long-Term Care Insurance Strategy Planning
  • Wills and Trusts
  • Year end tax planning and tax loss harvesting
  • Equity Comp and Tax Review
  • Q4 Portfolio and Year Plan review
  • Long-term estate strategy
  • Year end goals review and assessments