Personal Financial Services
Financial Planning and Investment Management
We offer a full suite of comprehensive financial planning services. Our services are offered on an hourly, project, or on-going subscription basis. Our hourly rate is $300. On-going planning starts at $250 per month. We do not require account minimums. The planning process begins with a personalized financial plan that is tailored to your unique situation. If you'd like to learn more about this service, including the personalized financial plan, please schedule a complimentary meeting here.
Tax Compliance Services
Individual and Business Tax Return Preparation
Tax compliance services are typically offered to financial planning clients only. However, we do offer tax consulting services on a stand-alone basis. We'd be happy to refer you to a qualified tax professional, should you desire compliance services only. If you'd like to learn more about this service, please schedule a complimentary meeting here.
Business Consulting Services
Entity Formation and CFO Services
Business consulting services are best suited for small business owners who need help managing their business(es). We can act in an outsourced-Chief Financial Officer (CFO) capacity. We do not provide attestation services, however we would be happy to refer you to a licensed CPA firm that can provide compilation, review, audit, or agreed upon procedures services. If you'd like to learn more about our business consulting services, please schedule a complimentary meeting here.