Our Services and Pricing
We believe in providing excellent professional advice and transparent pricing, delivered in an ethical and fiduciary capacity.
Flat-Fee: Pricing is correlated to the complexity and time involved, not based on investment balances.
Advice-Only: We do not custody client investments (you retain control of your accounts, and we still provide tailored recommendations).
Fiduciary: As a CERTIFIED FINANCIAL PLANNER®, Anthony is bound by legal and moral values to serve in our clients best interest.
See below for our three Project-based services, OR our single consultation offering.
We do not receive commissions or any other compensation for selling particular products or investments.
Personal Financial Planning Strategy
$1,500 (one-time)
Establish your top-priority life goals, examine your cash flow and investments, and determine a plan going forward. Best for those who want to get organized and gain clarity.
Over the course of three discussions:
Identify Goals and how Cash Flow aligns
Investment Allocation review
Best suited for those in any of these categories:
Life is getting more complex and you seek affirmation or clarity on a path forward
You want a strategy for paying off debt, saving, spending, investing and donating
You want to get into alignment with your spouse or partner on your income, expenses and values
Base Package - Financial Planning
$4,200 (50% initial / 50% at completion)
Best for individuals or couples who are ready to partner with a financial planner and begin the steps needed to achieve their financial goals. They seek a trusted partner to guide them through an increasingly comprehensive financial picture.
Common Topics:
Goals & Values Identification
Cash Flow & Budgeting
Investments
Education planning
Taxes
Insurance
This includes at least 4 meetings in the first year to understand your current state, discuss future goals, and the presentation of a financial plan.
Executive Package - Financial Planning
$8,400 (50% initial / 50% at completion)
Best for individuals or couples who require guidance in navigating more complex financial matters such as equity compensation, transition into retirement, withdrawal strategies during retirement, small business owners or legacy planning.
Everything in the Base Package plus:
Retirement Planning & Withdrawal Strategies
Equity Compensation planning and tax strategies
Small Business Ownership and retirement plan coordination
Estate Planning coordination
Charitable Giving Strategies
Hourly Financial Planning ($300 / hr) is also available after completing any Financial Planning Package.
Try our one-time $300 financial consultant meeting, with Anthony, a CFP® Professional
During a 60-minute meeting, we will discuss a topic of your choice, and provide an email recap with any recommended next steps.
We do not sell any products or manage your money. Our incentive is doing what is best for you.
Do you have only a specific topic or question that you are seeking advice on?
Example topics:
Home purchase (or sale) / Mortgage review
Equity Compensation (RSU’s, Stock options, etc)
Goals & Values discussion, particularly if with a spouse or partner
Setting up a Small Business retirement account
Investment allocation
Retirement planning
Investment allocation
Tax planning (including IRAs, Roth, 401(k), TSP, 403(b), etc)
College / education planning
Debt payoff strategies
