Services

401k Check-Up

$149.00

In this (1) hour session, we will review and optimize your 401k to ensure you are on target for retirement:

 

1. Assessment of current 401k contributions
2. Assessment of retirement savings target
3. Assessment of tax-advantage strategies (Roth vs. Traditional accounts)
4. Recommendation and implementation of monthly contributions and tax-optimized strategy to put you on track for retirement

Who is this good for?
-Younger workers who are in the accumulation phase of wealth building. A few simple adjustments now can make a tremendous difference in the long-run. Your future-self with thank you for being proactive with your financial health.

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Tech Worker Comprehensive Review

$499.00

In these two, (1) hour sessions, we will review and optimize all aspects of the typical tech worker's financial plan including: 
 

1. Retirement Planning -401k and IRA contributions
2. Tax-advantaged strategies (Roth vs. Traditional accounts)
3. RSUs (Restricted Stock Units)
4. Back door Roth IRA
5. Taxable accounts (Brokerage)
6. Risk Assessment including Life Insurance, and long term care
7. Recommendation and implementation of monthly contributions and tax-optimized strategies to put you on track for retirement and other financial goals

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Who is this good for?
-Mid to senior level employees in need of more advanced strategies and advice
-Individuals who are married and/or have children 

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Portfolio Management &​ Comprehensive Planning

With our all inclusive portfolio management service, we will actively manage your investment portfolios (401k, IRA, brokerage) and we will provide on-going consultative services. We'll start with a comprehensive financial plan that will take into account all aspects of your financial picture, and we will work with you over the long-run to help you achieve your goals. Schedule a consultation to learn more. 

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