The Comprehensive
Plan

Financial success isn't just about making money—it's about making the most of it. Our all-encompassing approach leaves no stone unturned, maximizing every aspect of your financial life.
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Why the Comprehensive Plan?
The Comprehensive Plan is designed to cover every financial angle. From investments and taxes to real estate, insurance, and estate planning, we analyze everything in your life with a dollar sign.

For Parents and Couples

In-depth planning of education, retirement, insurance, and estate needs to secure your family's future.

For Employees with Equity

Maximize stock options, RSUs, NSOs, ESPPs, and trading plans with tax-efficient strategies.

For Real Estate Owners

Optimize your real estate portfolio through tax and cash flow strategies to make the most of your properties.

For Self-Employed & Business Owners

Navigate complex financial considerations, multiple investment accounts, and tax strategies.

For High Earners

Financial management and holistic wealth strategies that maximize your investment returns.

For Those Facing Life Transitions

Navigate major life changes with confidence through comprehensive financial guidance, tailored to your evolving situation.

How It Works
Your plan isn’t static—it’s a roadmap to turn your financial dreams into reality. Here’s what to expect:

Step 1

Meet Your Advisor

Get matched with your dedicated CFP® professional. Share your goals and priorities. They’ll be there to help you every step of the way.

Step 2

Build Your Personalized Plan

We analyze all aspects of your financial life to develop a clear, personalized plan built around your goals—with step-by-step actions to help you move forward confidently.

Step 3

Review and Strategize

Your CFP® delivers your custom plan, explains the strategy, answers your questions, and outlines what comes next.

Step 4

Take Action

Your CFP® provides hands-on support helping implement your action items. Start checking off big to-do’s right away.

Step 5

Plan for What’s Next

Get additional Coaching and ongoing email access with your CFP®  to ask questions, check progress, or tackle new decisions that arise throughout the year.

Topics covered

Goal setting

  • Prioritize your goals, values, and dreams to create a clear vision
  • Establish realistic timelines and assess feasibility

Cash Flow Analysis

  • Review income sources and spending patterns
  • Develop a 12-month spending plan
  • Optimize cash returns
  • Establish emergency savings
  • Plan for major expenses

Tax Planning

  • Maximize tax-advantaged accounts for growth
  • Strategically use tax-loss harvesting
  • Detailed forward-facing tax projections and advanced tax strategies

Investments

  • Detail analysis of current investments and asset allocation
  • Get recommendations based on goals and risk tolerance
  • Diversification strategies for concentrated positions

Equity Compensation

  • Optimize your RSU/ESPP strategy through a personalized schedule
  • Navigate complex stock options with tax-efficient plans for your NSOs and ISOs
  • Plan for secondary sales or 10b5-1 trading plans for compliant stock sales

Retirement Savings

  • Maximize 401(k) and IRA strategies
  • Calculate required savings for retirement and/or financial independence
  • Consolidate and align retirement assets

Real Estate Planning

  • Home purchase affordability analysis
  • "Keep vs. Sell" analysis of your current home
  • Analyze rental property cash flow to ensure it aligns with your broader strategy
  • Assess real estate relative to your overall investment portfolio and risk tolerance

Education Savings

  • Calculate funding goals for different college scenarios (private vs. public and in-state vs. out-of-state)
  • Choose the best type of account to fund education goals
  • Plan for private K-12 costs

Estate Planning

  • Full estate plan documents creation (Will, Trust, Power of Attorney, Medical Directives)
  • Assess your current estate plan to identify gaps and align with your financial objectives
  • Update beneficiary designations for proper asset transfer
  • Implement medical and financial safeguards

Insurance and Other Planning

  • Maximize workplace benefits to get the most value from your compensation package
  • Determine ideal life insurance type(s) based on your family and life stage
  • Protect your income and financial stability if an unexpected disability occurs
  • Prepare for your family’s future long-term care needs
What you get

Year 1: Building Your Foundation

  • 60-minute Intake Session:
    To understand your goals, values, and priorities.
  • Written Financial Plan with action items:
    A 15-20 page detailed analysis covering all aspects of your financial life with a checklist to keep you on track.
  • Custom Financial Model:
    A comprehensive benchmark for tracking net worth, understanding cash flow, creating your ideal spending plan, tax planning, and consolidating all investments.
  • 90-minute Plan Delivery meeting:
    Dig into our findings and recommendations.
  • Four 60-minute Coaching Sessions:
    Your CFP® will help you implement action items and provide support for any bigger financial questions or decisions that arise throughout your first year.
  • Unlimited Email Messaging:
    Get answers to smaller questions about your plan.

Years 2+: Ongoing Expert Guidance

  • Annual Plan Update and Goal Tracking:
    Track progress and plan for the coming year. Get new action items to keep you moving forward and ensure every part of your plan is optimized.
  • Updated Financial Model:
    Reflecting more complex financial situations, including tax implications and equity compensation.
  • Annual Investment Portfolio review:
    Tailored recommendations with advanced diversification and risk management strategies.
  • Four 60-minute Coaching Sessions:
    Get help implementing your action items, track your progress or get answers to your most pressing questions.
  • Unlimited email support:
    For day-to-day questions throughout the year, with a focus on strategic decision-making.
Pricing
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Your Dedicated CFP® Professional

The partnership that maximizes your financial potential

Your CFP® becomes your trusted financial partner; understanding your goals, adapting to life's changes, and keeping your money aligned with what matters most. We build a relationship based on expertise and genuine care for your financial wellbeing.

This personalized partnership provides peace of mind through every financial decision point and milestone in your life, allowing you to focus on what you truly enjoy while remaining confident your financial future is in expert hands.