Wealth creation is a journey.
Let’s launch.
We keep you on course year after year by managing your money and doing your taxes.
All for a single annual fee.
Pre-Launch Checklist
Income Strategy
Budget
Savings Plan
Investment Accounts
Contingency Plan
Something not checked?
Book an intro call with Nate to learn why we ask every client to start with a financial plan.
MISSION CRITICAL
Status Report
Stay accountable, disciplined, and consistent with the help of your personal CFP®.
1. Meet with your advisor as many times as you want
2. Receive a robust analysis and report on your finances
3. Update the plan, make course corrections
MISSION CRITICAL
Taxes
Nothing slows you down like taxes, that’s why we put a professional behind the wheel.
1. Tax-optimized investment strategies
2. A dedicated, in-house CPA to file your taxes
3. Tax planning when it matters, not after the year is over
MISSION CRITICAL
Investment Management
A professionally managed portfolio to make your money work hard.
Your portfolio on your terms.
1. Nobel Prize-winning research matches your portfolio to your risk tolerance.
2. Our long-term approach and minimal turnover avoid the tax headache.
3. The most efficient stocks and ETFs so you never overpay.
Turn on the afterburner.
Dividend behemoth portfolios capture market returns and generate passive income.
According to the SEC, over 20 years a 1% management fee could cost you 14% of your net worth.
You pay us for the work we do, not the amount we manage.
Talk about reducing drag.
Ready for an invite?
Your financial journey starts with a financial plan.
Services |
Foundation
$2,000
one-time planning fee
$89
per month
|
Core
$3,000
one-time planning fee
$149
per month
|
Holistic
$3,750
one-time planning fee
$199
per month
|
Meet with your Dedicated Financial Planner | Annually | Twice A Year | Unlimited |
Plan Updates & New Planning Scenarios | Twice A Year | Quarterly | Unlimited |
Financial Literacy Library | |||
Early access to all of our content | |||
Email and DM your Financial Planner 24/7 | |||
Live Monthly Coaching Sessions | |||
Financial Monitoring & Budgeting Software | |||
Personalized Investment Recommendations | |||
Expert Investment Management | |||
Complex Planning: RSUs, ISOs, Self-Employment, Inheritance | |||
Personal Tax Return Prep & Filing | |||
Email & DM your Dedicated CPA | |||
Meet with your Dedicated CPA | Annually | ||
Get Started Today | Take Control | Free Your Finances |
Extra Tax Return
$350
Will-Based Estate
$500
Business Tax Return
$1000
Trust-Based Estate
$1,500
What You Can Expect
- You work with one CFP® and one CPA
- We monitor your financial health
- We hold you accountable to your goals
- We get you out of debt
- We build a custom savings plan
- We give you unbiased insurance advice
- We optimize your employee benefits
Have some questions before you commit?
Get on a call with Nate to get all your questions answered.