Elegant Solutions
Our comprehensive financial planning is for everyone, whether you are starting your first job or opening up your fourth successful million-dollar business.
We meet you where you are today, look at where you want to go, and help you get there as fast and efficiently as possible. We examine all aspects of your finances to ensure that we address your most important needs and blind spots.
BlackLines Services
Asset Management
Investment Management
Custodied through Charles Schwab
Experience top-tier investment
management services with personalized
strategies- Expert guidance
Continuous portfolio monitoring to help you achieve your financial goals
Startup Financial Planning
Wealth Builder
- 3 Month Engagement
- Two Formal Meetings
- Current Financial Plan Analysis
- Access To Online Portal
- Comprehensive Financial Plan
- Implementation Checklist
Comprehensive Financial Planning
Mastery
- 12 month Engagement
- 6 Formal Onboarding Meetings
- Comprehensive Financial Plan
- Unlimited Access and Plan Updates
- Access To Online Financial Software
- Quarterly Reviews
- Will & Trust Creation
- Year Round Tax Optimization
- Reduced Investment Management Fees
Comprehensive Financial Planning
Mastery
- Ongoing Quarterly Retainer [One Year Commitment]
Formal Meetings and Monitoring
- 6 Formal Onboarding Meetings
- Year Round Retainer Access for Impromtu Meetings & Questions.
Best For
- Business Owners
- Busy Individuals who looking to for peace of mind
- High Net-Worth Individuals/Families
- Individuals who value ongoing professional advice
- Individuals looking to maximize every part of there finances
$5,000 Annually*
Includes:
- Everything in Wealth Builder
- Discovery Meeting
- Waived/Reduced Investment Management Fees [Up to $500K]
- Investment/Retirement Insight
- Roadmap Meeting
- Cash Flow / Net Worth
- Business Planning/Analysis
- Protection Planning
- Tax Optimization
- Legacy Planning
- And Much More!
Startup Financial Planning
Wealthbuilder
Engagement Length
- 3 Month Retainer
Formal Meetings
- 2 Formal Meetings
Best For Clients Looking For
- Financial Review / Financial Health Check
- Second Opinion on Current Strategy
- Thorough Review of Current Plan
- Short Term Goal ie. Home Purchase, Marriage/Divorce, Major Lifestyle Change
$2,000 One-Time
Includes:
- Discovery Meeting
- Online Client Portal
- Roadmap Meeting
- Personalized Financial Analysis
- Structured Implementation Plan
- Exclusive Financial Planning Tool
Asset Management
Investment management
Engagement Length
- Ongoing
Formal Meetings
- Investment Risk Evaluation To Create Your Personalized Portfolio
Best For Clients Looking For
- Individuals Seeking Professional Investment Advice
- Retirement Withdrawal and Accumulation Strategies
- High Net Worth Individuals
- Long Term Goal Planning
Percentage Based off Assets
Includes:
- Investment Insights
- Asset Allocation
- Systematic Rebalancing
- Investment Selection
- Income/Withdrawal Planning
- Investment Tax Management
- Behavioral Coaching
- Annual Review Meeting
*Personalized pricing option for households with income & assets below $250,000.