Choose Your Level of Support

From a one-time system check to total delegation. Upgrade or adjust your service tier as your career evolves.

A foundational blueprint for self implementation designed for professionals who want a professional plan to execute on their own

Starting at

$2,500One Time Fee (based on complexity)

Net Worth Blueprint
Consolidation of all investment accounts and liabilities into a single real time dashboard
Cash Flow Optimization
Analysis of income and expenses to identify surplus capital for automated wealth building
Equity Strategy for RSU and ESPP
A tax efficient decision framework for vesting stock and concentration risk management
Forensic Tax Review
Multi year review of prior tax returns to identify missed planning opportunities and future savings
The One Page Action Plan
A concise and prioritized checklist focused on the highest impact moves for your specific situation
Insurance and Risk Audit
Evaluation of current life and disability coverage to work towards total family protection

Continuous and year round guidance where we act as your financial co pilot so you can focus on your high impact career

$5,000Annual Planning Fee

Proactive Tax Projections
Dynamic year end simulations designed to minimize your tax bill before the filing deadline
Benefits Optimization
Full analysis of employer specific Open Enrollment options including Health Savings Accounts and Group Life
Retirement Stress Testing
Annual modeling against 1000 plus market scenarios to work towards long term success
Lumpy Income Management
Strategic planning for annual bonuses and large vesting events to prevent tax drag
Unlimited On Demand Support
Priority access for objective answers to any financial question with expedited response times
Coordination of Professionals
Collaboration with your CPA and Attorney to help keep all aspects of your plan remain synchronized

Professional management of your accounts on the Altruist platform as a voluntary add-on to the Annual Planning Fee

0.75%Add-On for Managed Investments

Institutional Portfolio Construction
Globally diversified and evidence based strategies built for long term growth
Systematic Rebalancing
Automated risk management to maintain target allocations without emotional interference
Tax Loss Harvesting
Identification of market volatility to create tax assets that lower your overall tax liability
Asset Location Strategy
Strategic placement of assets in correct tax buckets to maximize total after tax wealth
Dividend Reinvestment
Automated capture and reinvestment of portfolio yield to accelerate compound growth