For Couples - $8,000/year*
For Individuals - $7,000/year*
$4,000 one-time fee*
Half paid upfront, remaining paid after plan presentation
Schedule a complimentary intro call to discuss what’s on your mind.
Complete the financial planning questionnaire and submit your documents to Dunes.
Review your Retirement Readiness Score, identify gaps, and discuss initial recommendations. Sign client agreements.
Review your investments, assess risk, and set up accounts with Charles Schwab.
Review your financial plan in more detail and set up implementation steps.
Implement the action items outlined in the financial plan
Tax report for the prior year documenting tax-related events and expected documents. Designed to serve as a reference for you and your tax preparer.
+ Quarterly Rebalance Analysis
A tax and investment-focused meeting where we will review the prior year's investment performance, the prior year's tax return, and ensure you're on track with the action items from the previous Fall Meeting
+ Quarterly Rebalance Analysis
A comprehensive financial plan review to ensure your plan is on track, discuss goals and exciting plans for the upcoming year, ensure savings and spending are aligned, and address any other timely planning topics.
+ Quarterly Rebalance Analysis
If any year-end tax strategies need to be completed, we will work together in November and December to finalize them.
+ Quarterly Rebalance Analysis
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