Specialized Financial Planning Services
Focused planning solutions to help you navigate life transitions, manage complex income, and achieve specialized financial goals. We provide personalized strategies that align your unique circumstances with actionable steps, giving you clarity, control, and confidence in planning your goals.
Wealth Planning
Investment Management
If you are just looking for investment advice and no financial planning, our Investment management package might be what you need.
Annual Flat Fee
$10,000 – $15,000
Depending on complexity
AUM-Based Model
0.70% – 1.1%
Annually
Investment Focus:
Identify goals, assess risk, and deliver a tailored portfolio.
Investment strategy:
Combines micro and macro fundamentals to select allocations that align with your goals seek to improve risk-adjusted outcomes. We rebalance based on concentration, profit-taking, tax efficiency, and changes in performance or outlook, using a mix of stocks, bonds, ETFs, mutual funds, and structured products.
Advantage:
Save time with professional management, customized strategies, and behavioral finance guidance, plus the benefit of expert oversight.
Retirement Strategy
Retirement Planning
If you’re focused on planning for retirement rather than full financial planning, our Retirement Planning package may be the right fit.
Flat Fee
$5,000
Typically includes 3–4 meetings as needed.
Retirement Focus:
Determine retirement age and income projections, discuss goals and scenarios, and create a personalized strategy.
Approach:
We perform cash flow analysis, recommend a retirement strategy, assist with budgeting, and identify resources to fund your plan. After implementation, we provide updated projections and income planning using structured or alternative investments. Includes a one-time review and recommendations for your current or proposed portfolio.
Advantage:
Gain clarity and confidence with expert guidance, tailored strategies, and actionable steps for your retirement.
Assets planning
Major Asset Purchase
If you’re planning a significant purchase, such as a home or other major asset, this package provides focused guidance.
Flat Fee
$2,000
Typically includes 2–3 meetings as needed
Planning Focus:
Conduct cash flow analysis, recommend budgeting strategies, and determine a manageable monthly obligation amount.
Approach:
We identify the best options and resources for funding your down payment, analyze mortgage terms and their long-term impact, and review life insurance needs to ensure adequate coverage for obligations.
Advantage:
Make informed decisions with expert analysis, and tailored recommendations.
Advisory Services
Hourly Planning
If you prefer flexibility, our hourly planning option allows you to get advice on any topic without committing to a full package.
Hourly Rate
$500 /hour
Includes both meeting and preparation time. Customized quote based on scope of work.
Service Focus:
Provide tailored guidance on your chosen topics with transparent pricing and flexibility.
Approach:
We work with you to define the scope, estimate time requirements, and deliver actionable advice efficiently.
Advantage:
Access expert planning when you need it, without long-term commitments, pay only for the time and work required.