Comprehensive Financial Planning
This is our ongoing financial planning service. We partner with you, initially and over time, to help you organize, clarify and simplify your financial life through ongoing communication and collaboration that reflects changes in your life, the laws, and the investment markets.
Our specialty
Stock Compensations & US-China Related Planning Opportunities
Our Service:
√ Financial Goals Setting
√ Cash Flow & Debt Management
√ Risk Management & Insurance Planning
√ Employee Benefits Optimization
√ Investment Planning
√ Investment Management
√ Tax Planning
√ Individual Income Tax Return Preparation
√ College Planning
√ Estate Planning
√ Online Portal to Track Your Net Worth, Cash Flow, and Financial Plan.
√ Unlimited Advisor Access
What Topics do we Cover?
Our Process
First Year
☝ Get Acquainted
Fill out our questionnaire
☝ Get Started
Get to know you better, explain how we can help, calculate our fee, answer any questions you have, determine if we are a good fit.
☝ Get Organized
Gather documents, help you get everything organized, and set up your personal financial planning portal.
☝ Get Prioritized
Explore, clarify, prioritize your short-term, mid-term, and long-term goals.
☝ Get Planned
Cover different planning topics in multiple meetings based on your priorities.
☝ Get Implemented
Review everything we covered holistically, what you have accomplished, and what’s left on your to-do list.
2nd year & beyond
☝ Get Updated
✔️ 1st Quarter - Tax Preparation and last minute tax planning
✔️ 2nd Quarter - Cash Flow/Insurance/Estate review
✔️ 3rd Quarter - Investment Review
✔️ 4th Quarter - Employee Benefits Review and Year-end Tax Planning
✔️Unlimited Advisor Access
Our Fee: $6,000 minimum per year
30% of the annual fee is due upon the sign-up. The remaining balance of the initial year and the ongoing annual fee can be paid monthly or quarterly.