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Goal Tracking & Adjustments
Your life evolves- your plan should too. We help you track progress and refine your strategy to stay ahead of it.
Annual Plan Update
Each year, we refresh your plan based on your financial progress, new goals, and market conditions to keep you on the right path.
One-on-One Coaching
Meet with your dedicated CFP® throughout the year for strategic planning, milestone check-ins, or whenever important financial decisions arise.
Investment & Equity Compensation Guidance
From stock options to concentrated holdings, we help you optimize and diversify your investments to align with your life and goals.
Tax Planning & Strategy
Year-round strategies to help you minimize taxes, maximize deductions, and keep more of what you earn.
Implementation Support
Need a helpful nudge to take action? We provide hands-on support, ensuring you execute your action plan with confidence.
You have new milestones to plan for
Big purchase? Q4 bonus? Career change? Investment decision? Your CFP® is here to help you plan for what’s ahead and maximize your potential.
You don't want to leave things to chance
You’ve worked hard to get to where you are and know that every missed optimization is lost money. We’ll help you identify and seize more opportunities.
Your finances are getting more dynamic
Managing equity compensation, taxes, real estate, or multiple income sources? Your CFP® turns complex decisions into clear guidance.
Life has changed—and so should your plan
If your income, priorities, or financial situation have shifted, your membership ensures your plan stays on track.
Membership Tiers
Year 1
Initial Planning
Year 2+
Annual Membership
Essential
$3,200
$1,800
Strategic
$4,800
$2,500
Comprehensive
$7,800
$4,500
*10% upfront deposit required to reserve your spot with the CFP® and start the planning process
Membership Tiers
Essential
Year 1
Initial Planning
$3,200
Year 2+
Annual Membership
$1,800
Strategic
Year 1
Initial Planning
$4,800
Year 2+
Annual Membership
$2,500
Comprehensive
Year 1
Initial Planning
$7,800
Year 2+
Annual Membership
$4,500
*10% upfront deposit required to reserve your spot with the CFP® and start the planning process
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