Flat-fee planning.
No commitment required.
Not a fit for full wealth management yet? This is where most of our best long-term clients started.
Access the same caliber of advice as full wealth management - structured around a single planning question or your complete financial picture. No investment minimum, no ongoing relationship required.
Comprehensive and Liquidity Event plans include a full fee refund if you don't see clear, actionable value from your engagement. No questions asked.
Our fiduciary commitment →Not sure which plan is right for you? Schedule a free discovery call first.
Choose the engagement that fits your planning needs. All plans are one-time, flat-fee - no recurring charges.
Essential Review
One 90-minute advisor session
- —One planning focus area
- —One 90-minute advisor session
- —Written action plan & summary
- —30-minute follow-up call
Comprehensive Plan
Three planning sessions
- —Three planning sessions
- —Full written financial plan
- —Tax strategy & insurance gap review
- —60-day follow-up call
- —Full fee refund if you don't see value
Liquidity Event Plan
Five planning sessions
- —Five planning sessions
- —Pre-event tax & structure modeling
- —QSBS / exit scenario analysis
- —Two follow-up calls over six months
- —Priority scheduling throughout
- —Full fee refund if you don't see value
Custom Engagement
Practice sales, pre-liquidity exits, multi-entity families, and other complex situations are scoped individually. Engagements are priced based on scope, timeline, and depth of work required.
- ✓Fully custom scope and session structure
- ✓Pre-transaction tax and structure modeling
- ✓Coordination with your attorney and CPA
- ✓Multi-year planning horizon
- ✓Priority scheduling and direct advisor access