888-390-9859

Our Services

Tailored solutions to guide you on your path to homeownership.

  • Financial Wellness

    Master your money and achieve financial peace.

  • Flat Fee Financial Planning

    Craft a roadmap to your financial goals.

  • Planning for a Baby

    Build a financial plan for your little one's arrival.

  • Investment Management

    Investment strategies tailored to your financial plan. Zero AUM fees.

  • Real Estate

    Navigate renting, buying, selling or investing - unlock your next move.

  • Combining Finances

    Navigate the transition of joining finances with clarity and shared goals.

  • Retirement Planning

    Retire on your terms, with confidence.

  • Education Planning

    Invest in your child's future, today.

  • Career Planning

    Unlock your earning potential.

  • Family Planning

    Prepare financially for every family milestone.

  • Insurance Planning

    Get the right coverage to protect what matters most.

  • Cash Flow

    Take control of your money.

  • Estate Planning

    Secure your legacy and have peace of mind.

  • Taxes

    Keep more of your hard-earned money.

  • Equity Compensation

    Maximize the value of your stock options & RSUs.

Pricing for Our Services

Explore our competitive packages designed to support your journey to homeownership.

Essential

Year 1 Initial Planning

$3.900

Best for:

W-2 professionals, DIYers looking for a professional second opinion, and those who are building their foundation.

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What you get:

  • Dedicated CFP® professional

  • Your partner included for free

  • 1 coaching session each year

  • Interactive financial plan with action items

  • 0% AUM Investment                        Management                                      

  • Investing strategy

  • 3.5% APY on cash savings¹

  • Cash flow & spending

  • Home affordability, retirement, debt & child education savings planning


  

 Renews annually at $2,900

Strategic

Year 1 Initial Planning

$5.200

Best for:

Families and mid-career professionals who are “busy-complex” and want to maximize their money.

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Everything in Essential, plus:

  • 3 total coaching sessions per year

  • Tax filing & tax optimization            strategy                                                

  • Back-Door Roth conversions

  • Direct Indexing & Tax Loss Harvesting²

  • Equity comp planning for RSU & ESPP

  • Real estate keep vs. sell analysis

  • Estate plan document creation

  • Life insurance and employee benefits




 Renews annually at $4,200

Comprehensive

Year 1 Initial Planning

$9.000

Best for:

Higher net-worth individuals, pre-retirees, and those with big life decisions that want to ensure no stone is left unturned.

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Everything in Strategic, plus

  • Unlimited coaching sessions and concierge support team

  • Unlimited K-1s & investment properties

  • Equity comp planning for ISO, NSO, etc.

  • Roth conversion laddering & retirement investment drawdown analysis

  • Home renovation vs relocation

  • Existing estate plan, funding attorney & notary support³

  • Life, disability, property & long-term care insurance planning

  • Charitable giving strategies

 Renews annually at $8,000