Tiered Complexity-Based Pricing

*Pricing follows general guidelines, final quote provided after consultation call

• Pets

• Student Loans

• Consumer Debt

• Equity Compensation (Stock Options, RSUs, ISOs, etc)

• Multiple Income Streams

• Fluctuating Income (commission-based, heavy bonus, etc)

• Student/Employment Status

• Financed Properties (home, car, etc.)

• Relationship Status

• Dependents (children, elderly, or other support)

• Account Organization Needs (e.g., multiple 401(k)s, scattered accounts)

• Upcoming Financial Changes (home purchase, wedding, pregnancy, sabbatical, etc.)

• Low Financial Literacy

• Money Mindset / Spending Habits

• Estate or Tax (contact/coordination with your professional)