Transparent financial planning packages to provide peace of mind


Basic Planning
(DIY Investing) 

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

$1,000 one-time upfront cost
$3,240 per year ongoing cost*

*Ongoing cost is a $270/monthly subscription.

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 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

Planning +

Ongoing financial planning AND investment management for tech professionals and households seeking to delegate to Safe Landing Financial.

$1,000 one-time upfront cost
Starting at $3,600 per year*

*For more information: see fee calculator below

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
    • On-demand performance reporting

Planning + Investments Fee Calculator

Planning + Investments Fee Schedule - Safe Landing Financial

You Deserve a Transparent Financial Planning Experience

What can you expect when we work together?

    • Fiduciary financial advice putting your best interests first 100% of the time
    • Financial advice without the ulterior motive to sell you products
    • No hidden investment fees, including commissions for product sales or referrals
    • Expert guidance to avoid important financial mistakes
    • Peace of mind in knowing there is a plan for your financial future

Transparent financial planning pricing - no hidden investment fees

We provide transparent pricing in planning your financial future. No hidden investment fees. Want to learn more?



More on Transparent Financial Planning

Financial Planning

Retirement Planning

Investment Management

Social Security Optimization

Tax Planning

Insurance Planning

Estate Planning

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