Pricing
Services and Pricing
| Financial Planning for W-2 Professionals |
|---|
| Cash Flow & Budget Optimization |
| Tax Planning & Strategy |
| Investment Management |
| Retirement Planning |
| Equity Compensation Planning |
| Insurance & Risk Management |
| Estate & Legacy Planning |
| Major Purchase & Lifestyle Planning |
| Career & Life Transition Planning |
| Ongoing Advice & Coordination with CPA and Attorney |
| Fixed annual fee: $8,400 (paid monthly or quarterly) + Investment Management at 0.35% (if needed) |
| Financial Planning for Business Owners |
|---|
| Business & Personal Cash Flow Planning |
| Tax Planning & Strategy; Planning |
| Retirement Plans (Solo 401(k), SEP-IRA, Defined Benefit, etc.) |
| Investment Management |
| Exit Planning |
| Real Estate Analysis |
| Risk Management & Asset Protection |
| Insurance Needs Analysis (Key Person, Buy-Sell, Disability) |
| Estate & Legacy Planning |
| Ongoing Advice & Coordination with CPA and Attorney |
| Fixed annual fee: $10,800 (paid monthly or quarterly) + Investment Management at 0.35% (if needed) |
Standalone Financial Planning Projects
For retirement readiness, financial roadmaps, etc.
Starts at $5,000
Note on Investment Management
Investment Management provided by XYPN Invest. Fees start at 0.35% and change depending on account size.
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