FINANCIAL PLANNING
Subscription Service To Help You Organize Your Finances, Prioritize Your Goals, & Find Solutions.
Planning, Automation, And Regular Review
Perfect For Young Professionals Beginning Their Financial Journey.
We offer bi-monthly hourly Zoom check-ins to keep your plan on track. We get into it: taxes, cash flow planning, every type of insurance, investments, stock options & grants, estate planning. You name, we review, analyze, and provide recommendations & strategies.
Our fee is $3,000 per year—billed at $750 quarterly with a one-year commitment—and includes full coordination with your CPA, Insurance Agent, Estate Attorney, or any other professional(s).
We are also happy to connect you with the right professional if you request it.