TRANSPARENT FINANCIAL PLANNING PACKAGES

Basic Planning
(DIY Investing) 

Best for individuals and households earning over $162,000 per year seeking expert financial planning guidance.

$1,000 upfront
$270 per month

Includes all of the following:

• • Recommendations for an investment allocation
  • Recommendations for investment fund lineup
  • Retirement planning
  • Tax planning
  • Insurance planning
  • Estate planning
  • Unlimited email and phone support
  • Year-round service calendar

Premium Planning
(DIY Investing)

Best for individuals and households seeking expert guidance and help navigating advanced planning strategies.

$1,000 upfront
$300 per month

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

Planning +
Investments

Best for individuals and households seeking expert financial planning guidance AND to delegate investment management.

$1,000 upfront
Pricing based on % of investments

Includes all of Premium Planning, plus:

• • An investment and rebalancing strategy tailored to your goals and risk tolerance
  • Direct access to your investment manager
  • Globally diversified and tax-efficient portfolios
  • Quarterly performance reporting
  • Pricing based on % of investments (see fee calculator below)