Everything under one roof
Investments
Taxes
Bookkeeping
Estate Planning
Reporting
Insurance Coordination
Services
-
Financial Operations
$500/Month
Features:
Investment Management (up to $500K AUM)*
Tax-Aware Financial Planning
Quarterly Planning Meetings
CPA Coordination
Unlimited email/text support
Who it’s for: Business owners taking home $100-200K
-
Financial Operations + Bookkeeping
$800/Month
Features:
Everything in Financial Operations
Monthly Bookkeeping (up to 150 transactions)**
Monthly Financial Statements/Reports
Cash Flow Management
Monthly Meetings
Who it’s for: Business owners taking home $150K - 400K
-
Fractional Family Office
$1,200/Month
Features:
Everything in Financial Operations + Bookkeeping
Tax Preparation (Personal + Business)Advanced Tax Planning & Strategy
Estate Planning Coordination
Weekly Office Hours Access
Business Financial Analysis
Who it’s for: Business owners taking home $300K+
| Financial Operations | Financial Operations + Bookkeeping | Fractional Family Office | |
|---|---|---|---|
|
$500 /month
|
$800 /month
|
$1200 /month
|
|
| Unlimited meetings with Planner | |||
| Meetings with planner | Quarterly | Monthly | Unlimited |
| Written Financial Plan | |||
| Written Financial Plan | ✔ | ✔ | ✔ |
| Investment Management | |||
| Investment Management | ✔ (Up to $500,000*) | ✔ (Up to $1,500,000*) | ✔ |
| Financial Professional Coordination | |||
| Financial Professional Coordination | ✔ | ✔ | ✔ |
| Personal Cashflow Analysis | |||
| Personal Cashflow Analysis | ✔ | ✔ | ✔ |
| Tax Overview | |||
| Tax Overview | ✔ | ✔ | ✔ |
| Monthly Bookkeeping | |||
| Monthly Bookkeeping | Up to 150 Transactions | Up to 200 Transactions* | |
| Monthly Financial Statements | |||
| Monthly Financial Statements | ✔ | ✔ | |
| Business Cashflow Management | |||
| Business Cashflow Management | ✔ | ✔ | |
| Advanced Business Analysis | |||
| Advanced Business Analysis | ✔ | ||
| Advanced Tax Planning and Analysis | |||
| Advanced Tax Planning and Analysis | ✔ | ||
| Estate Plannning Coordination | |||
| Estate Plannning Coordination | ✔ | ||
| Business Organization Chart | |||
| Business Organization Chart | ✔ | ||
*additional AUM over the specified amount will be charged at 1%
**Additional bookkeeping transactions can also be accommodated for $2 per transaction