Flat Fee Financial Planning

Most popular for clients who are in accumulation mode and have modest liquid assets to invest.

Essentials

Financial Analysis and Goal Setting:

• Basic financial analysis to create a financial snapshot of where you are currently at.
• Goal setting and investment objectives.

Portfolio Management:

• Asset allocation based on risk tolerance and investment goals.
• Investment in a mix of stocks, bonds, and ETFs.

Portfolio Reviews:

• Semi-Annual portfolio reviews and rebalancing.
• Performance tracking and reporting.

Access to Financial Tools:

• Access your financial plan online anytime.
• Online account access and statements.

Customer Support:

• Unlimited email support during business hours.
• Response to general financial queries via email.
• Two planning meetings per year.

Tax Planning:

• Basic tax optimization strategies.

Comprehensive Financial Planning:

• In-depth financial analysis and personalized financial plan.
• Create a vision, define your goals and build a roadmap to execute on.

Customized Portfolio Management:

• Individualized asset allocation and investment strategy.
• Advice on alternative investments (e.g., real estate, private equity)
• Utilize SMAs, Direct Indexing, and Tax Loss Harvesting to create efficiencies.

Frequent Portfolio Monitoring:

• Quarterly portfolio reviews and proactive adjustments.
• Risk management and hedging strategies.

Financial Dashboard:

• Access to advanced financial tracking tools and reports.
• Real-time portfolio performance monitoring.

Coordination with your team of professionals:

• Collaboration with your CPA, Attorney’s, and other professional advisors.
• Strategic sound-boarding for all major financial decisions.

Tax Optimization:

• Advanced tax planning and strategies.
• Tax-efficient investing and structuring.

Estate Planning:

• Comprehensive estate planning, including trusts and wills.
• Wealth transfer strategies.

Concierge Service:

• Priority customer support with extended hours.
• Assistance with financial transactions and paperwork.

Access to Exclusive Investment Opportunities:

• Access to exclusive investment vehicles and opportunities.