Best for technology professionals and households seeking expert guidance and help navigating advanced planning strategies.
$1,000 one-time upfront cost
$3,600 per year ongoing cost*
*Ongoing cost is a $300/monthly subscription.
Includes all of Basic Planning, plus:
- Guidance for stock compensation (ex. RSUs)
- Recommendations for company retirement accounts [ex. 401(k)]
- Recommendations for deferred compensation investments
- Advanced tax planning strategies