Financial Planning

As your income grows, maximizing your money becomes more complex. We’ll free up your time and help you create financial independence, allowing you to enjoy building wealth.

Without the right plan it’s difficult to reach your goals

As finance becomes more complex it’s easy to miss opportunities, pay too much in taxes, overpay for “financial products,” and totally miss out on your goals. It’s our goal to take away the stress involved with growing your wealth so you can live your best life now and all the way through retirement.

How we help you make decisions with confidence:

  Life Planning

  Investment Management

  Minimizing Taxes

  Saving for College

  Charitable & Legacy Planning

  Financial Accountability

  Retirement Plan Analysis

  Exit Planning

  Risk Analysis

  Personalized Independent Advice

Pricing & Packages

 

  FREEDOM BUILDERS

For Career-Minded Professionals
Upfront fee $1,000

Annual Service

starts at $4,000 annually

  • Life Planning
  • Student loan repayment
  • Tax review and planning
  • Investment analysis
  • College planning
  • Employee benefits analysis
  • Retirement planning
  • Insurance review
  • Charitable planning
  • Estate planning
  • Big purchase planning

 

 Legacy Builders

For Couples & Individuals Approaching Retirement
Upfront fee $1,000

Annual Service

starts at $5,000 annually

  • Life Planning
  • Tax review and planning
  • Investment analysis
  • College planning
  • Coordination with tax & legal advisors
  • Employee benefits analysis
  • Retirement planning
  • Social Security planning
  • Insurance review
  • Charitable planning
  • Estate planning
  • Big purchase planning
  • Long-term care analysis
  • Tax-efficient portfolio withdrawal analysis
  • Pension claiming strategy

Pricing

We typically charge a flat annual fee between $4,000 and $42,000 based on assets under advisory (0.8% on the first 3 million and negotiable above 3 million) and complexity. Having a complex life is normal and why many of our clients reach out for expert advice. Some of the complexity items we consider include: entrepreneurship, stock compensation, high student loan balances, private assets, and complex estate planning, among others.

Surprise us with your beautifully complex life. Let’s have a conversation about how we can help you simplify and enjoy financial independence.

 

Your roadmap to financial freedom:

 

ENVISION

We start with life planning and getting clear on a vision for your future.

IMPLEMENT

We then put your plan into action.

SUPPORT

We provide ongoing help to support your evolving life.

Everyone deserves financial guidance to live their best life.

We help you make financial decisions with confidence.

As Seen In:

Spark Financial Advisors in Investopedia
Spark Financial Advisors in Words on Wealth
Spark Financial Advisors in MarketWatch
Spark Financial Advisors in Richmond Family Magazine
Spark Financial Advisors in Girlboss
Spark Financial Advisors in The New York Times
Spark Financial Advisors in Bustle
Spark Financial Advisors in Investor's Business Daily
Spark Financial Advisors in The Wall Street Journal
Spark Financial Advisors in Forbes
Spark Financial Advisors in Credit.com
Spark Financial Advisors in USA Today
Spark Financial Advisors in Student Loan Hero
Spark Financial Advisors in Bankrate
Spark Financial Advisors in Fairy GodBoss
Spark Financial Advisors in U.S. News & World Report

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