Our Services

Comprehensive financial planning that begin with your life aspirations and lead to a plan that can get you there. We also offer subscription options to bring your plan to life through implementation and monitoring services. If instead, you’re keen on a project based engagement, we’ve got you covered on that too!

A comprehensive financial plan covers it all. We go through the major areas of your finances to evaluate where you are, where you want to go, and how to get there. We typically work together over 3-5 meetings covering the following topics:

  • Cash flow

  • Insurance Planning

  • Employer benefits

  • Education planning

  • Investment Planning

  • Retirement Planning

  • Tax planning

  • Legacy planning

  • Planning across borders

Pricing for comprehensive plan deliverable begins at $3000 per household and varies based on your personal scenario.

Comprehensive Financial Plan

Monthly Subscription

Based on your need for plan check-in, we offer quarterly, semi-annual or annual check-ins once a comprehensive plan is established.

During this time, you have an accountability partner to keep you on track with your plan, and get you closer to your life goals.

Project Based Services

Got a one-time financial issue to address? Dealing with a transition? Review Budgeting, Employment Offer, Buying a Home or planning for college? We offer hourly planning for limited scope projects at hourly rate of $200.