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Comprehensive Financial Planning

This is our ongoing financial planning service. We partner with you, initially and over time, to help you organize, clarify and simplify your financial life through ongoing communication and collaboration that reflects changes in your life, the laws, and the investment markets.

Our specialty

Stock Compensations & US-China Related Planning Opportunities

 

Our Service:

√ Financial Goals Setting

√ Cash Flow & Debt Management

√ Risk Management & Insurance Planning

√ Employee Benefits Optimization

√ Investment Planning

Investment Management

√ Tax Planning

Individual Income Tax Return Preparation

√ College Planning

√ Estate Planning

√ Online Portal to Track Your Net Worth, Cash Flow, and Financial Plan.

√ Unlimited Advisor Access

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What Topics do we Cover?

 

Our Process

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First Year

☝ Get Acquainted

Fill out our questionnaire

Get Started

Get to know you better, explain how we can help, calculate our fee, answer any questions you have, determine if we are a good fit.

☝ Get Organized

Gather documents, help you get everything organized, and set up your personal financial planning portal.

☝ Get Prioritized

Explore, clarify, prioritize your short-term, mid-term, and long-term goals.

☝ Get Planned

Cover different planning topics in multiple meetings based on your priorities.

Get Implemented

Review everything we covered holistically, what you have accomplished, and what’s left on your to-do list.

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2nd year & beyond

Get Updated

✔️ 1st Quarter - Tax Preparation and last minute tax planning

✔️ 2nd Quarter - Cash Flow/Insurance/Estate review

✔️ 3rd Quarter - Investment Review

✔️ 4th Quarter - Employee Benefits Review and Year-end Tax Planning

✔️Unlimited Advisor Access

 

Our Fee: $6,000 minimum per year

30% of the annual fee is due upon the sign-up. The remaining balance of the initial year and the ongoing annual fee can be paid monthly.