Fee: $3,500 or $300/month

Best suited for new clients seeking basic cash flow analysis, insurance analysis, investment analysis, basic retirement projections, college projections, and debt management support. Clients at this tier of services receive support from one advisor on our team.

What's Included:

• Retainer-based support from our team all year long

• A comprehensive, annually updated financial plan

• Access to our planning software, RightCapital

• Cash flow analysis

• Insurance needs analysis

• Asset allocation analysis and observations on existing holdings

• Retirement projections and income strategies

• Pension analysis

• Social security strategy

• Debt management

• Student loan repayment strategy

• Education planning

• Risk tolerance analysis

Fee Range: $5,000-$7,500

Best suited for those seeking executive compensation strategies related to stock options, RSUs, and long-term incentives; complex student loan planning, tax planning (use of tax software Holistiplan), correspondence/coordination with estate planning attorneys and CPAs, special needs planning, and retirement income strategies. Clients at this tier of service receive support under a co-advisor model.

What's Included:

• Retainer-based support from our team all year long

• A comprehensive, annually updated financial plan

• Access to our planning software, RightCapital

• Cash flow analysis

• Insurance needs anslysis

• Asset allocation analysis and observations on existing holdings

• Retirement projections and income strategies

• Pension analysis

• Social security strategy

• Debt management

• Student loan repayment strategy

• Special needs planning

• Education planning

• Executive compensation analysis

• Risk tolerance analysis

• Tax planning strategies

Fee Range: $7,500-$10,000

Best suited for those seeking multi-generational planning, charitable giving strategies, business transition planning, and high net worth/complex investment and distribution strategies. Clients at this tier of service receive support under a co-advisor model.

What's Included:

• Retainer-based support from our team all year long

• A comprehensive, annually updated financial plan

• Access to our planning software, RightCapital

• Cash flow analysis

• Insurance needs anslysis

• Asset allocation analysis and observations on existing holdings

• Retirement projections and income strategies

• Pension analysis

• Social security strategy

• Debt management

• Student loan repayment strategy

• Special needs planning

• Education planning

• Executive compensation analysis

• Risk tolerance analysis

• Tax planning strategies

• Multi-generational planning

• Charitable giving strategies

• Business transition planning

• Complex investment strategies for high net-worth families, including alternative asset classes