Ongoing Planning
Strandlife
Designed for business owners and those with equity compensation.
Life planning
College savings
Risk management
Debt payoff plan
Cash flow planning
Retirement strategy
Investment management
Company benefit planning
Tax-advantaged investing
Tax planning
Estate planning
Equity compensation planning
Salary review & recommendations
Quarterly review meetings
+ check-ins as needed
$750 initial planning fee
starting at $12,000/year
+0.35% AUM (optional)
Strandlife Financial Lifeguard
Designed for those with more complex planning needs.
Tax planning
Owner’s pay analysis
Cash flow planning
Insurance planning
Asset protection
Estate planning
Debt payoff plan
Exit planning
Real estate analysis
Credit card strategy
Retirement account planning
+ Personal financial planning
Quarterly review meetings
+ check-ins as needed
Starting at $18,000/year
$22,000/year includes a revocable living trust
One-Time Advice
One-Time Advice
For business owners & those with equity.
Five meetings to review & create an actionable plan that addresses the most important areas of your financial life.
Starting at $8,000
One-Time Advice
For complex scenarios.
Five meetings to create a strategy for both your business & personal finances.
Starting at $12,000
