How It Works

The EdgeAhead program starts with a simple, 20-minute phone call. We'll use this time to learn more about your situation to see if we're a good fit for you.

We'll then set up a preliminary Financial Review appointment where we take a look at your situation in-depth, recommend some changes, and answer any, and all, questions that you may have. 

If you are a good fit, you can choose to sign up for our on-going services. 

More information, and pricing, can be found in the accompanying tabs. 

 

ONE-TIME FINANCIAL REVIEW

We'll meet with you to answer any pressing financial questions that you have, and to go over your current financial position to see if there are any areas that can be improved upon. The first appointment is normally between two and three hours. 

Topics may include:

  • Investment Analysis
  • Retirement Planning
  • Cash Flow Management
  • Insurance Review
  • Tax Strategies
  • Stock Option Strategies 

Two 90-minute Appointments Each Year

First Half of the Year

  1. Tax Preparation
  2. Investment Analysis
  3. Goal Setting for the Year

Second Half of the Year

  1. Tax Planning
  2. Investment Analysis
  3. Review of the Year

 

Full-Time Access

We are available anytime that you have financial questions. Thinking about buying a car? You can call us and we’ll help you decide how much you can afford to spend. Get a raise? Email us and we’ll help you figure out what that means for your financial goals. Curious about what a 1035 exchange is? Text us, and we’ll explain it to you.

Financial Review - $750 ($650 if referred)

If you sign on for an on-going relationship, you'll receive a $250 discount. 

Annual Fee - 1.5% of Gross Income (capped at $2500)

Our on-going services are available at an annual rate based one 1.5% of your prior year gross income. This fee is recalculated annually in April (after tax filing), and is payable monthly, or annually. 

Curious about specifics that will be address in meetings? Check out the CLIENT PROFILE we'll ask you fill out.

Want to know the exact details of what our program entails? Here are the contracts for our ONE-TIME and ON-GOING options.