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: