Solutions
High earners face unique financial challenges,
and we're here to navigate them with you.
You need a professional who understands the full spectrum of complex financial issues, from strategic tax minimization to balancing competing priorities.
The core pillars of our financial plans:
Financial Planning
Let's bring your financial future into focus. We'll craft a plan that puts you and your goals at the center, covering everything from allocating cash flow to investments. As your life evolves, we'll be right there with you, adjusting the sails to keep you on course.
Proactive Tax Planning
We turn tax complexity into opportunity. By deeply understanding your unique situation, we identify strategies to minimize your tax burden and maximize your financial potential. Our forward-thinking approach isn't limited to the current year—we aim to optimize your tax position over your lifetime, transforming tax planning into a powerful tool for long-term wealth building.
Retirement Planning
Retirement may seem distant, but financial independence doesn't have to be. Whether it's early retirement, career changes, or the freedom to make life choices on your terms, we'll help turn your long-term aspirations into smart, actionable steps today.
Insurance & Risk Management
It’s important to fortify your financial foundation against life’s uncertainties. While we don’t sell insurance products, we will help you identify coverage gaps and implement comprehensive solutions.
Legacy & Estate Planning
Your choices today can shape tomorrow. We help you build a plan that aligns your current success with your long-term impact goals. From supporting causes you care about to providing for loved ones, we'll create smart strategies to extend your influence and values beyond the present, making a lasting difference on your terms.
Investment Management
We’re intentional about your investments, carefully considering the details of your specific situation and making tax-conscious moves. Our strategic portfolios aim to grow your wealth while managing risk, aligning every investment decision with your unique goals and timeline.
Our tailored approach turns complex finances into clear, actionable plans.
With our guidance, you’ll confidently make decisions, turning challenges into opportunities for growth.
Our expertise covers a wide range of services,
helping our clients to bring the full financial plan into view.
Take control of your finances. We’ll help you streamline your income and expenses, giving you the clarity to stay on track and allocate your money efficiently—so you can reach your goals faster and enjoy your spending without guilt.
Unlock the full potential of your company benefits. We’ll help you navigate complex equity packages, maximizing value while minimizing tax implications.
Maximize your compensation package. We analyze your benefits to ensure you’re leveraging every opportunity your employer offers, turning overlooked perks into tangible value.
We build smart strategies for educational funding. From college savings to education tax credits to FAFSA, we help you invest in education without compromising your broader financial health.
Safeguard your hard-earned wealth. Our strategies shield your assets from potential threats, ensuring your financial security stands strong against unforeseen challenges.
Maximize your philanthropic impact by aligning your values and financial goals, while optimizing your tax benefits.
Get a clear picture of your financial landscape. We’ll review your entire investment portfolio, ensuring your overall strategy aligns perfectly with your goals and risk tolerance.
Turn dreams into reality. We’ll help you define, prioritize, and achieve your short and long-term financial objectives, creating a roadmap for your success.
Your financial partner for life. With regular check-ins and as-needed consultations, we’re always here to guide you through life’s financial twists and turns.
Pricing
CraftedPlan™
Services Included
-
- Comprehensive Financial Planning
- Cash Flow Optimization
- Risk Management & Insurance
- Proactive Tax Planning
- Investment Analysis
- Employer Benefits Review
- Equity Compensation Planning
- Retirement Planning “Making Work Optional”
- Investment Management
- Student Loan Management
- Charitable Giving Strategies
- Legacy and Estate Planning
- Guided Plan Implementation
- Year-End Tax Summary
- Annual Income Tax Review
- Annual Estate Planning Check-up
Bi-Annual Review Meetings
+ check-ins & consultations as needed
Personal plans start at $300/month
(Reduced as AUM increases)
Assets Under Management Fee:
$0 – $1,500,000: 1.00%
Over $1,500,000: 0.75%
CraftedOne Time™
For Individuals & Families
Three meetings to develop an actionable plan that addresses the most important areas of your financial life.
Starting at
For Businesses
Three meetings to provide invaluable insight and create an aligned strategy for both your business and personal finances.
Starting at $4,000
CraftedPlan Business+™
Services Included
-
- + Personal Financial Planning
- Proactive Tax Planning
- Cash Flow Planning
- Officer Compensation Analysis
- Retirement Plan Design & Implementation
- Investment Management
- Real Estate Analysis
- Asset Protection
- Business Exit Planning
- Insurance Planning
- Charitable Giving Strategies
- Plan Coordination with CPA/Attorney
- Guided Plan Implementation
- Year-End Tax Summary
- Annual Business Income Tax Review
- Annual Estate Planning Check-up
Bi-Annual Review Meetings
+ check-ins & consultations as needed
Business + Personal plans start at $500/month
(Reduced as AUM increases)
Assets Under Management Fee:
$0 – $1,500,000: 1.00%
Over $1,500,000: 0.75%
Plan Investment Management Fee:
3(21) Fiduciary 0.50%
3(38) Fiduciary 1.00%
