TRANSPARENT FINANCIAL PLANNING PACKAGES

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 +
Investments

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