Discovery Call
We’ll discuss your financial goals and see if we’re a good fit. (30 mins.) Cover topics from your retirement plan and tax strategy to alternative investments and RSUs.
Onboarding
Execute the services agreement & schedule your onboarding meeting to kick off VIP planning services.
Discovery Call
We’ll discuss your financial goals and see if we’re a good fit. (30 mins.) Cover topics from your retirement plan and tax strategy to alternative investments and RSUs.
Personalized guidance in all areas of financial planning and tax preparation
Core Deliverables
Over 90% of our clients focus on the following in the first 3 months: Current Year Tax Projection, Financial Independence Plan, Investment Management, Tax Preparation/Filing, Equity Compensation Trading Plan.
Trusted by clients with robust compensation structures from companies like Amazon, Google, Tesla, Intuit and more.
Simple Pricing: One Flat Rate. 0% AUM Fee.
Get all your financial planning with VIP service and expertise.
Have Questions?
What is the cost?
We’re “fee-only,” which means we don’t sell products for commission and don’t receive any form of compensation from anyone other than you. Furthermore, we charge a flat annual fee that is NOT a percentage of the size of your investable assets.
Exclusive Service for a flat fee:
For a couple: A flat annual fee, typically $10,800* per year
For an individual: A flat annual fee, typically $9,600* per year.
The fee may be higher if you are a business owner, have a highly structured legal estate, own private or illiquid investments, own multiple rental properties or otherwise have a lot of complexity in your financial life. We will quote you the final fee after having an introductory call.
Do you offer virtual appointments?
We work virtually. We physically operate from Atlanta and Los Angeles but we’re able to provide our full suite of services virtually thanks to our use of best-in-class systems and software.
Are you a fiduciary?
YES! Unlike many advisors or financial salespeople who are affiliated with banks, brokerages or insurance companies, we’re regulated solely as fiduciaries. This means we’re ALWAYS required to act in YOUR best interest.
Will you prepare & file my taxes?
Yes! Most advisors aren’t willing or able to give tax advice. This is our speciality. We incorporate careful tax minimization planning into all aspects of our services. We will also prepare and file your tax returns every year.
Is there a minimum for your service?
Our service is generally the most cost-effective for those with investable assets of $1,000,000+ or $200K (Single) / $400K(MFJ) of annual Income. We’re especially well-versed in clients with equity compensation and multiple flows of income.