Topic Specific Packages
1. Home Buying Essentials
- Can I afford the home I want?
- Model out the impact of my cash flow
- Help me evaluate mortgage options
- Plan for property tax and maintenance expenses
- How much of a down payment should I put down?
- Which assets are best to liquidate for my down payment?
- Do I need additional life insurance to back the loan?
Total Consultation Hours = 3
2. Tax Planning
- Backdoor and Mega Backdoor Roth strategy (invest in private companies, putting money in a Roth even if you are above the income limit)
- Tax-efficient liquidation planning (use lines of credit to achieve tax-efficiency, qualified opportunity zones, etc.)
- Tax Sheltered (tax-qualified life insurance, tax-sheltered annuities, etc.)
- Estate tax mitigation strategy
Total Consultation Hours: 4
3. Stock Options
- Stock options exercise strategy
- Liquidity and cash flow considerations
- Tax-efficient diversification strategies
- Concentrated stock strategies
$3,000 – $6,500