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:
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- 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