Financial planning and Investment Management for Independent Women
Compare Your Options
If you are not sure which approach is right for you, compare the options below.
Planning Only Option
We will prepare a comprehensive financial plan for you (no investment management or investment advice). We will provide a written estimate based on the scope of work required and provide you with full transparency.
30-min Consultation Call
Comprehensive written financial plan
Goal implementation strategy checklist
Cash needs assessment
Tax Reduction Strategies
Risk reduction assessment
Debt management recommendations
Government benefits maximization plan
Annual tax planning strategy meeting
Goal Attainment Tracking
Estate Planning Strategies
Professional Resource Network
Tax efficient cash flow projections
Client Education Events
Financial Event Reminders
Retirement income projections for life
Elite Investor
We will prepare a comprehensive financial plan for you AND investment management. We will provide complete transparency of your total costs by outlining them in writing.
Includes Everything in Personal CFO Package**
PLUS
Unbiased investment management
Risk Tolerance Analysis
Time Horizon and Stress Analysis
Portfolio Allocation Recommendations
Quarterly Investment Reports
Portfolio Asset Allocation Rebalancing
Tax Gain/Loss Harvesting
Coordination with your other professional advisors, such as accountants, lawyers and insurance professionals
Due Diligence Conferences with Money Managers conducted on your behalf
Investment Fee Audit
Beneficiary Audit
