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What’s Included?
Full access to planning support across all service areas
Two annual deep-dive reviews
Standard tax prep included (complexity may add cost)*
Ongoing investment advice (0.25% AUM, capped at 0.65%)
Unlimited support for modeling and decision-making
Financial coaching for dependents through age 24 is included at no extra cost**
Ideal for: Households that want ongoing guidance and a trusted planner to reach out to year-round.
*Additional tax preparation fees may apply based on complexity (e.g., multiple Schedule Cs or rental properties). We will agree on the scope, complexity, and price before proceeding.
**The tax return for dependents is not included. However, preparation services will be offered at a discounted rate. We will agree on the scope, complexity, and price before proceeding.
What’s Included?
Full access to planning support across all service areas
Two annual deep-dive reviews
Standard tax prep included (complexity may add cost)*
Ongoing investment advice (0.25% AUM, capped at 0.65%)
Unlimited support for modeling and decision-making
Financial coaching for dependents through age 24 is included at no extra cost**
Ideal for: Households that want ongoing guidance and a trusted planner to reach out to year-round.
*Additional tax preparation fees may apply based on complexity (e.g., multiple Schedule Cs or rental properties). We will agree on the scope, complexity, and price before proceeding.
**The tax return for dependents is not included. However, preparation services will be offered at a discounted rate. We will agree on the scope, complexity, and price before proceeding.