top of page
Office

Our Services

Comprehensive Planning

Financial advice needs to be comprehensive – covering all the key areas below – to maximize its usefulness. Without the implementation and accountability role an advisor serves, even the best plan may come up short.

Optimize Equity Icon.png

Optimize Equity Compensation and Tax Outcomes

Build Your Nest Egg Icon 2.png

Investment Management

We Go Above and Beyond Icon.png

Insurance, Estate Planning, Budgeting and Beyond

Man Using a Tablet

New Client Process

1

Get To Know You Call
 

Book your initial 60-minute call to see if we’re a good mutual fit.

​

We'll gather key data and decide when to meet again to review your free 'Are You On Track' Snapshot.

 

This call is zero commitment and zero cost to you.

2

Are You On Track Snapshot & Decision

If you’re a good fit, we’ll do one more 60-minute meeting.

​​

We'll meet to review your 'Are You On Track' Snapshot. This will give you a feel for how we work with you. 

 

This is also zero commitment and zero cost to you. 

3

Choose Plan & Onboard
 

If you decide to work with SWP, you would pick the service option that best fits your needs and onboard as a new client. 

​

📌Click to view sample financial plan we create for clients.

Packages & Pricing

We know needs differ, so we offer two options designed around our comprehensive planning philosophy:

Option #1: Comprehensive Financial Planning

Designed For: 

  • Clients seeking an all-encompassing financial advisory arrangement 

  • Best for those with a more complex financial profile    

  • $6,000 per year (advice only)

  • Optional investment management:           $2,000 extra yearly fee

Option #2: Financial Wellness

Designed For: 

  • Clients earlier in their careers and with standard planning needs

  • Best for those with a less complex financial profile   

  • $4,000 per year (advice only)

  • Optional investment management:            $1,500 extra yearly fee

Plan Details

Pricing and Services Page Embedded Table 8.1.24.png

Have questions about how we can help?

Schedule time to meet

bottom of page