Financial Planning Package Options


  • 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


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



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.


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