Investment Management
INVESTMENT PLANNING |
|
Asset Allocation Analysis | |
Alternative Investment Strategies | |
Diversification Planning | |
Ongoing Active Management | |
SPECIALIZED PLANNING |
|
Divorce Planning | |
Special Needs Planning | |
Executive Compensation Consulting | |
Senior Care Planning | |
PERSONAL PLANNING |
|
Tax Planning | |
Retirement Planning | |
Estate Planning | |
Education Planning | |
Insurance Needs Planning | |
Cash Flow/Budget Planning | |
Employer Stock Option Planning | |
Executive Compensation Consulting | |
BUSINESS PLANNING |
|
Financial Statement Review | |
Cash Flow Forecasting & Analysis | |
Employee Benefit Planning | |
Financial Strategies | |
Business Use Insurance Analysis | |
Intra-Family & Other Business Transfer Strategies | |
Business Succession Planning | |
SERVICE MODEL |
|
Email Contact | Unlimited |
Phone Contact | Unlimited |
Virtual Meetings | Two Per Year |
In-Person Meetings | One Per Year |
Hourly Consulting
INVESTMENT PLANNING |
|
Asset Allocation Analysis | |
Alternative Investment Strategies | |
Diversification Planning | |
Ongoing Active Management | |
SPECIALIZED PLANNING |
|
Divorce Planning | |
Special Needs Planning | |
Executive Compensation Consulting | |
Senior Care Planning | |
PERSONAL PLANNING |
|
Tax Planning | |
Retirement Planning | |
Estate Planning | |
Education Planning | |
Insurance Needs Planning | |
Cash Flow/Budget Planning | |
Employer Stock Option Planning | |
Executive Compensation Consulting | |
BUSINESS PLANNING |
|
Financial Statement Review | |
Cash Flow Forecasting & Analysis | |
Employee Benefit Planning | |
Financial Strategies | |
Business Use Insurance Analysis | |
Intra-Family & Other Business Transfer Strategies | |
Business Succession Planning | |
SERVICE MODEL |
|
Email Contact | Based on Project |
Phone Contact | Based on Project |
Virtual Meetings | Based on Project |
In-Person Meetings | Based on Project |
Flat fee personal planning*
INVESTMENT PLANNING |
|
Asset Allocation Analysis | |
Alternative Investment Strategies | |
Diversification Planning | |
Ongoing Active Management | |
SPECIALIZED PLANNING |
|
Divorce Planning | |
Special Needs Planning | |
Executive Compensation Consulting | |
Senior Care Planning | |
PERSONAL PLANNING |
|
Tax Planning | |
Retirement Planning | |
Estate Planning | |
Education Planning | |
Insurance Needs Planning | |
Cash Flow/Budget Planning | |
Employer Stock Option Planning | |
Executive Compensation Consulting | |
*Personal flat fee plan averages 50 hours per year | |
BUSINESS PLANNING |
|
Financial Statement Review | |
Cash Flow Forecasting & Analysis | |
Employee Benefit Planning | |
Financial Strategies | |
Business Use Insurance Analysis | |
Intra-Family & Other Business Transfer Strategies | |
Business Succession Planning | |
SERVICE MODEL |
|
Email Contact | Unlimited |
Phone Contact | Unlimited |
Virtual Meetings | Unlimited |
In-Person Meetings | Unlimited Local Meetings |
Flat Fee personal & business planning*
INVESTMENT PLANNING |
|
Asset Allocation Analysis | |
Alternative Investment Strategies | |
Diversification Planning | |
Ongoing Active Management | |
SPECIALIZED PLANNING |
|
Divorce Planning | |
Special Needs Planning | |
Executive Compensation Consulting | |
Senior Care Planning | |
PERSONAL PLANNING |
|
Tax Planning | |
Retirement Planning | |
Estate Planning | |
Education Planning | |
Insurance Needs Planning | |
Cash Flow/Budget Planning | |
Employer Stock Option Planning | |
Executive Compensation Consulting | |
*Personal & business flat fee plan averages 100 hours per year | |
BUSINESS PLANNING |
|
Financial Statement Review | |
Cash Flow Forecasting & Analysis | |
Employee Benefit Planning | |
Financial Strategies | |
Business Use Insurance Analysis | |
Intra-Family & Other Business Transfer Strategies | |
Business Succession Planning | |
SERVICE MODEL |
|
Email Contact | Unlimited |
Phone Contact | Unlimited |
Virtual Meetings | Unlimited (personal & business) |
In-Person Meetings | Unlimited local personal meetings. Two in-person business meetings per year |
Levels of ServiceWe give you the power to choose.
|
Investment ManagementFor those tired of cookie cutter traditional investment.
|
Hourly ConsultingFor those that need help with one-off projects.
|
Flat fee personal planning*For those that prefer not being bound by hours.
|
Flat Fee personal & business planning*For those that need personal & business
|
pricing |
0.50 - 0.75%
(
minimum $1 million
)
|
$200 - $400
|
$10,000
|
$15,000 to $40,000
(
based on complexity
)
|
INVESTMENT PLANNING
|
||||
Asset Allocation Analysis | ||||
Alternative Investment Strategies | ||||
Diversification Planning | ||||
Ongoing Active Management | ||||
SPECIALIZED PLANNING
|
||||
Divorce Planning | ||||
Special Needs Planning | ||||
Executive Compensation Consulting | ||||
Senior Care Planning | ||||
PERSONAL PLANNING
|
||||
Tax Planning | ||||
Retirement Planning | ||||
Estate Planning | ||||
Education Planning | ||||
Insurance Needs Planning | ||||
Cash Flow/Budget Planning | ||||
Employer Stock Option Planning | ||||
Executive Compensation Consulting | ||||
*Personal flat fee plan averages 50 hours per year | *Personal & business flat fee plan averages 100 hours per year | |||
BUSINESS PLANNING
|
||||
Financial Statement Review | ||||
Cash Flow Forecasting & Analysis | ||||
Employee Benefit Planning | ||||
Financial Strategies | ||||
Business Use Insurance Analysis | ||||
Intra-Family & Other Business Transfer Strategies | ||||
Business Succession Planning | ||||
SERVICE MODEL
|
||||
Email Contact | Unlimited | Based on Project | Unlimited | Unlimited |
Phone Contact | Unlimited | Based on Project | Unlimited | Unlimited |
Virtual Meetings | Two Per Year | Based on Project | Unlimited | Unlimited (personal & business) |
In-Person Meetings | One Per Year | Based on Project | Unlimited Local Meetings | Unlimited local personal meetings. Two in-person business meetings per year |
Start Today | Start Today | Start Today | Start Today | |
*Business Partner Meetings (i.e. Attorney or Accountant) | NONE | Based on Project | Up to four meetings per year | Up to 10 meetings per year |