Transparent financial planning experiences to provide peace of mind


TRANSPARENT FINANCIAL PLANNING EXPERIENCES




Planning Only (DIY Investing)


Best for technology professionals and households earning over $180,000 per year that are seeking expert financial planning guidance and strategies.

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

*The ongoing cost is $300 per month


Includes all of the following:


    • Recommendations for an investment allocation
    • A recommended investment fund lineup
    • Retirement planning
    • Tax planning
    • Insurance planning
    • Estate planning
    • Guidance for stock compensation (ex. RSUs)
    • Recommendations for company retirement accounts [ex. 401(k)]
    • Recommendations for deferred compensation investments
    • Advanced tax planning strategies
    • Unlimited email and phone support
    • Year-round service calendar


Planning + Investments


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

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

*See fee billing schedule below


Includes all of Planning Only, 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
    • Annual fee billing schedule:

      Planning + Investments Fee Schedule - Safe Landing Financial

Transparent financial planning pricing - no hidden investment fees

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


LEARN MORE

BENEFITS FROM WORKING 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

FREE 30-MINUTE INTRODUCTION MEETING




More on Transparent Financial Planning

Financial Planning

Retirement Planning

Investment Management

Social Security Optimization

Tax Planning

Insurance Planning

Estate Planning

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