Financial Planning with ongoing Investment Management is the core of what we do.
We analyze and optimize all aspects of your financial life: Income, cash flow, tax planning, investing, and risk management. We work with you one-on-one to develop and implement a financial plan and investment strategy designed to help you achieve your unique financial goals.
We will help you:
- Define your financial and life goals and then implement a plan for reaching them.
- Stay focused on current spending goals so you can reach your long-term savings goals.
- Optimize the myriad types of employer equity compensation such as ISOs, NQSOs, RSUs, and ESPPs.
- Develop a long-term investment strategy that is appropriate for your timeframe and risk tolerance.
- Prepare for the risks you don’t anticipate.
Fees
Fees are based on the market value of the assets under management. Minimum asset amount required for investment management is $750,000.
Fees are calculated as follows:
| Assets Under Management | Annual Fee |
| $500,001 – $1,000,000 | 1.00% |
| $1,000,001 – $2,000,000 | .95% |
| $2,000,001 – $5,000,000 | .80% |
| $5,000,001 – $10,000,000 | .60% |
| Amount over $10,000,000 | .50% |
Meetings
Most meetings take place virtually by video conference or telephone.
In-person meetings are available in San Francisco and other Bay Area locations upon request.
For a standalone financial plan, we’ll work with you one-on-one to develop a plan to put you on the right path to achieve your financial goals. We will analyze and optimize all aspects of your financial life such as income, cash flow, savings goals, and risk management.
We will help you:
- Define your financial and life goals and then implement a plan for reaching them.
- Stay focused on current spending goals so you can reach your long-term savings goals.
- Optimize the myriad types of employer equity compensation such as ISOs, NQSOs, RSUs, and ESPPs.
- Prepare for the risks you don’t anticipate.
Fees
Fees range from $2,500 – $6,000, depending on complexity. This project engagement typically takes 2-3 months. Post project support and plan updates are available as needed and billed hourly.
Meetings
Most meetings take place virtually by video conference or telephone.
In-person meetings are available in San Francisco and other Bay Area locations upon request.
Financial Planning with ongoing Investment Management is the core of what we do.
We analyze and optimize all aspects of your financial life: Income, cash flow, tax planning, investing, and risk management. We work with you one-on-one to develop and implement a financial plan and investment strategy designed to help you achieve your unique financial goals.
We will help you:
- Define your financial and life goals and then implement a plan for reaching them.
- Stay focused on current spending goals so you can reach your long-term savings goals.
- Optimize the myriad types of employer equity compensation such as ISOs, NQSOs, RSUs, and ESPPs.
- Develop a long-term investment strategy that is appropriate for your timeframe and risk tolerance.
- Prepare for the risks you don’t anticipate.
Fees
Fees are based on the market value of the assets under management. Minimum asset amount required for investment management is $500,000.
Fees are calculated as follows:
| Assets Under Management | Annual Fee |
| $500,001 – $1,000,000 | 1.00% |
| $1,000,001 – $2,000,000 | .95% |
| Amount above $2,000,000 | .80% |
Meetings
Most meetings take place virtually by video conference or telephone.
In-person meetings are available in San Francisco and other locations upon request.
For a standalone project plan, we work with you one-on-one to develop a standalone financial plan designed to help you make sure you are on the right path to achieve your financial goals.
Fees range from $2,500 – $6,000, depending on complexity. This project engagement typically takes 2-3 months. Post completion Ongoing Support is $250 per hour.