Pricing
The Total PASS is an all-in-one flat, transparent Financial + Investment + Tax advice and service program.
Total PASS
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The onboarding fee paid at contract signing for this tier of service is typically between $1200 - $1500.
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Money mindset
Financial statements
Forward looking spending plans
Debt management strategy
Goal prioritization and tracking
Employee benefit optimization
Insurance review and coordination
Basic estate planning
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Not suitable
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Asset allocation
Savings strategies
Account management
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Analysis of prior returns
Tax planning and preparation for salaried employees, select retirees
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Personal Financial Dashboard
Virtual office hours
Quick calls (1-2)
Ad hoc strategy meetings (1)
Annual financial planning meeting
Standard email response time (2-3 days)
Annual report (1)
Snapshot Summary (1)
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Salaried individuals or families with income between $150,000 - $250,000 and/or investable assets >= $200,000
Retirees with investable assets between $400,000 and $750,000
Total PASS Pro
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The onboarding fee paid at contract signing for this tier of service is typically between $1500 - $2500.
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Money mindset
Financial statements
Forward looking spending plans
Debt management strategy
Goal prioritization and tracking
Employee benefit optimization
Insurance review and coordination
Basic estate planning
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Investing in real estate (entry)
Analyze cash flow and long-term wealth impact for existing or new properties
Business entity considerations
Start-Up Income and Expense Projections
Personal and Business Balance Sheets for Funding
Healthcare and Benefit Selection for owner
Employer Retirement Plan Selection for owner
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Asset allocation
Savings strategies
Account management
Equity compensation
Real estate investing (<=1 property)
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Analysis of prior returns
Tax planning and preparation for salaried employees, select retirees, and sole proprietors
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Personal Financial Dashboard
Virtual office hours
Quick calls (2-3)
Ad hoc strategy meetings (2)
Annual financial planning meeting
Standard email response time (1-2 days)
Annual report (1)
Snapshot Summary (2)
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Salaried individuals or families with income between $200,000 - $400,000 and/or investable assets >= $400,000
Retirees with investable assets between $750,000 - $1,250,000
Employees with equity compensation
Small business owners
Real estate investors (1 property)
Total PASS Elite
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The onboarding fee paid at contract signing for this tier of service is typically between $2000 - $3000
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Money mindset
Financial statements
Forward looking spending plans
Debt management strategy
Goal prioritization and tracking
Employee benefit optimization
Insurance review and coordination
Basic estate planning
-
Investing in real estate
Analyze cash flow and long-term wealth impact for existing or new properties
Business entity considerations
Start-Up Income and Expense Projections
Personal and Business Balance Sheets for Funding
Healthcare and Benefit Selection for owner and employees
Employer Retirement Plan Selection for owner and employees
Business succession
Estate tax minimization
Legacy planning
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Asset allocation
Savings strategies
Account management
Equity compensation
Real estate investing (>=2 properties)
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Analysis of prior returns
Tax planning and preparation for business owners and high networth individuals
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Personal Financial Dashboard
Virtual office hours
Quick calls (4)
Ad hoc strategy meetings (3)
Annual financial planning meeting
Standard email response time (same business day)
Annual report (1)
Snapshot Summary (3)
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Income from various sources >= $400,000 and/or investable assets >= $1,000,000
Retirees with investable assets >$1,250,000
Key employees with equity compensation
Business owners
Real estate investors (2+ properties)
The Total Personal Advisory Services Subscription (PASS) listed above include annual Financial planning, Investment management (BFF’s portion), and Tax preparation (or coordination) for a bundled fee.
Individual services of Financial planning, Investment management, or Tax preparation may be offered, subject to availability.
Let’s work together.
Interested in working together? Fill out some info below and and you will be directed to the scheduling page for your complimentary FIT Consultation!
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