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Best for
Rising professionals, employees with equity compensation, and those building wealth.
Everything in Essential, plus
Interactive financial plan with detailed action items
Tax planning and optimization
Equity compensation strategies
Real estate planning
Education funding strategies
3 Sessions with your dedicated CFP® professional
Year 2 Renewal Price: $2,500
Best for
Rising professionals, employees with equity compensation, and those building wealth.
Everything in Essential, plus
Interactive financial plan with detailed action items
Tax planning and optimization
Equity compensation strategies
Real estate planning
Education funding strategies
3 Sessions with your dedicated CFP® professional
Year 2 Renewal Price: $2,500