Financial Planning Package Options
Starter
- Set financial goals & develop investment portfolio
- 5 year cash flow and savings projection
- Review retirement account contributions
- Evaluate employer retirement plans
- Elect employee benefits & evaluate supplemental coverage needs
Essentials
Everything from Starter package plus:
- Investment portfolio analysis, strategy, and recommendations
- Investment portfolio analysis, strategy, and recommendations
- Stock options strategy and stock plan optimization (Employee Stock Purchase Plan, Restricted Stock Units, Incentive Stock Options, Non-Qualified Stock Options.)
- Debt strategy for mortgage, student loans, auto loans, etc.
- Traditional versus ROTH contribution analysis
- Education and college funding
- Insurance planning (Life, Disability, Long-term care)
- Assistance with major purchases (i.e. home buying help)
- Review custodial account contributions
Advanced
Everything from Essentials package plus:
- Alternative investment strategy (private equity, venture capital, non-traded real estate)
- Tax-qualified investment consideration (exchange funds, qualified opportunity zones, deferred annuities, etc.)
- Retirement income forecasting and planning
- Concentrated stock strategies & liquidation (10b5-1 planning)
- Estate planning review - updating documents and beneficiaries as needed
- Budget analysis (spending by category, spending history, budget establishment)
- Roth IRA Conversion analysis
- Annual gifting & charitable giving
Topic Specific
Contact us if you’d like to discuss getting advice on a specific topic or if you feel that one of the packages described does not apply to you.