Our Services

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Financial Planning

Our financial planning services are designed to help motivated millennials achieve their financial goals.

We offer personalized guidance on cash flow optimization, tax planning, retirement, investments, and more, ensuring you can navigate your financial journey with confidence and clarity.

  • ➤ Initial financial plan with recommendations and to-do list/action items
    ➤ Assistance in implementing recommendations and to-do list
    ➤ Financial planning portal
    ➤ Access to our professional referrals
    ➤ Access to Investment Management Services

Areas of Financial Planning

  • An illustration of a calculator with a coin next to it and a sheet of paper behind it.

    Cash Flow Optimization

  • An illustration of a bag of money with the word "tax" on it.

    Tax Planning

  • An illustration of a sheet of paper with a house on it.

    Estate Planning

  • An illustration of a certificate and a celebratory ribbon.

    Insurance & Risk Management

  • An illustration of a chart and dollar sign for a representation of Stock options.

    Stock Options & Equity Comp

  • Retirement

  • Investments

  • Goal Planning

Learn More about our Process

Pricing

*Financial planning fee is waived starting year two and beyond for clients with $600k or more directly managed by FPL.

Single: $4,200 per year, paid quarterly or monthly

Couples: $5,400 per year, paid quarterly or monthly

A person sitting at a brown table writing notes in a journal with a laptop and coffee mug next to them.

Investment Management

We manage your investments so you don't have to do it alone.

We offer our investment management services as an additional service exclusively to our financial planning clients. This allows us to efficiently handle various tax planning strategies and easily implement any portfolio adjustments or recommendations.

  • ➤ Online investment portal to view your portfolio at any time.
    ➤ Quarterly reviews and periodic market updates.
    ➤ Tax-efficient portfolios and proactive tax planning strategies.

  • ➤ Individual and Joint
    ➤ Trusts
    ➤ IRAs
    ➤ Solo 401(k)s
    ➤ Charitable Giving - Donor Advised Funds (DAFs)
    ➤ Retirement Plans for Businesses

Pricing

Annual fee is based on the combined market value of all accounts in the same household that are managed by FPL.

  • 0.75% up to the first $1M

  • 0.60% between $1M and $3M

  • 0.50% between $3M and $5M

  • 0.40% above $5M

*Financial planning fee is waived starting year two and beyond for clients with $600k or more directly managed by FPL.

Discover your financial potential.