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.

Investment analysis and tax preparation are included as part of this package. For those of you who do not want to implement the recommended investment strategy by yourselves, we also provide an optional investment management service to our comprehensive financial planning clients at additional cost. 

Click here to learn more about the common topics we cover in a comprehensive financial plan.

Cost: The initial planning fee starts at $1,000 plus an ongoing monthly fee starts at $150.

Single

Business Owner

Family

$1,000 +

Upfront Fee

$150 +

$2,000 +

$200 +

$1,500 +

$300 +

 
One Time Consultation.png

Financial Planning Consultation

This one-time consultation service is designed for people who are not ready for our comprehensive financial planning service but need help on 1-2 particular questions. You will receive guidance and advice about your specifically defined needs and concerns.

Cost: A flat fee starts at $500. 

Schedule a consultation

 
Tax.png

Tax preparation

We also provide independent tax preparation service for individuals and business. This service covers both Federal and State income tax returns. Bookkeeping and payroll service can be added upon request at additional cost. 

Cost:

  • Individual Income Tax Return - Starts at $150
  • Business Income Tax Return - Starts at $300

Schedule a consultation