Pricing
Flat-fee, planning-first engagements
We provide a clear written scope and annual fee after your discovery call. The goal is simple: no guesswork and no surprise invoices for reasonable questions.
Individuals & Families
Tax & Planning Essentials
For W-2 families and professionals who want proactive planning and smooth preparation.
Business Owners
Business Builder
Entity, compensation, retirement plan strategy plus coordinated business tax support.
Complex Households
Comprehensive Planning
Multi-year projections, equity/rental coordination, and integrated tax + financial strategy.