Solution Only
Developed for those who are not looking for comprehensive financial planning yet – the Solution Platform is ideal for clients looking for investment and insurance opportunities.
Modern
Perfect for young professionals and families looking to create a financial road-map, plan for goals, track retirement and prepare for life transitions.
Design
Tailored to clients approaching retirement or those who are looking for a complete, comprehensive plan – the Design Platform provides you with all the guidance and assistance you’ll need for a successful financial future.
Solution Only
MODERN
General Planning
Discovery Meeting
Short and Long-Term Goal Setting
Monthly Market and Economic Update
Quarterly Team Newsletter
Budget and Cash Flow
Cash Flow Planning
Student Loan/Debt Repayment Strategy
Access to Online Budgeting Tool
Review of Employee Benefits
Retirement Planning
Customized Retirement Projection
Scenario Analysis and Stress Testing
Income Needs Analysis
Withdrawal Strategy
Social Security Planning
Pension Options Analysis
Consolidated Finances in Planning Portal
Unlimited Support from Your Advisor
Investments
Risk Tolerance Assessment
Analysis of Current Portfolio
Custom Portfolio Design
Account Consolidation
Education and Custodial Accounts
Backdoor Roth Strategies
Roth Conversion Strategies
Tax Planning
Tax Loss Harvesting
Tax Return Review and Projections
RSU, ISO, and Stock Options
Coordination with CPA
Insurance Planning
Insurance Needs Analysis
Long-Term Care Planning
Insurance Policy Review
Estate Planning
Living Trust Review
Coordination with Estate Planning Attorney
Coordination with Beneficiaries
Financial Life Organizer
Business Owner Planning
Retirement Plan Analysis
Retirement Plan Set Up
Cash Flow Management
Key Man Protection
Succession and Exit Planning
Risk Management and Insurance
Annual Fee
No Fee
$2,000*
$3,500*
*Fees may be higher based on additional services or complexity of the plan.
