The Strategic
Plan

Reaching your financial goals isn't just about getting there—it's about getting there smarter. Maximize your financial potential with expert guidance that evolves with your life.
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Why the Strategic Plan?
The Strategic Plan maximizes your financial potential and accelerates progress toward every goal. Whether you're building wealth, seeking financial independence, or planning for the future, you'll receive a step-by-step roadmap that factors in your unique financial situation.

For Parents and Couples

With our experts, design and implement strategies that maximize your family’s financial future.

For Rising Professionals

Build wealth and optimize cash flow, as you advance in your career.

For Business Owners

People who need help balancing personal and business finances, including retirement planning for themselves and employees, tax optimization, and succession planning.

For Employees with Equity

Rely on us to maximize stock options and RSUs with tax efficient strategies.

For Real Estate Owners

Strategic planning to make the most of your real estate investments.

For High Earners

Expert guidance and efficient wealth management solutions  to optimize your income.

How It Works
Turn your financial dreams into reality, one step at a time.

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
Get expert analysis across the areas that matter most and find new ways to make your money start working harder for you.

Goal setting

  • Prioritize your financial goals and create a system for making trade-offs
  • 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 optimal growth
  • Identify potential deductions and credits
  • Strategically use tax-loss harvesting to keep more money working toward your goals

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
  • Get tax projections to minimize tax burden when selling

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 investment properties to evaluate potential acquisitions
  • Boost rental property income by identifying strategies to increase profitability

Education Savings

  • Calculate funding goals for different college scenarios
  • Choose the best type of account to fund education goals
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 detailed 8-10 page analysis of your three most important financial goals, with an actionable 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.
  • Three 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:
    Update net worth, cash flow, and any detailed analysis done for tax and equity compensation planning.
  • Annual Investment Portfolio review:
    Tailored recommendations with advanced diversification and risk management strategies.
  • Three 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.