Programs Pricing

	Standard Planning $1,000 /mo	Advanced Planning $2,000 /mo	Premium Planning $3,000 /mo	Ultimate  Planning $5,000 /mo	Typical Client

Typical Client
Taxable Income	$250k to $500k	$500k to $1mm	$1mm to $2mm	$2mm to $5mm

Essential Business Solutions
Payroll Optimization
Retirement Plan Design
Tax Due Diligence

Strategy Meetings
Annual Goal Planning
Year-End Tax Planning Focus
Family/Legacy Planning	N/A	N/A
Progress Email w/Team	Semi-annually	Quarterly	Bi-monthly	Monthly

Proactive Tax Planning
Monthly Planning Day 2
Annual Tax Return Review 3
Accountant Collaboration	Annual email	Year-end meeting	Ongoing, custom	Ongoing, custom
Draft Tax Return Review 4
Financial Review of P&L Report	Annual	Annual, year-end	Quarterly	Quarterly
Review Payroll/Company Census	W2 only
Tax Summary Letter	one-time

Business & Estate Planning
Estate Planning Review	One-time	tri-annually	tri-annually	Annually
Protection Planning	One-time	tri-annually	tri-annually	Annually
Strategic Planning/Growth Plan	N/A	N/A	tri-annually	Annually
Business Continuity Planning	N/A	One-time	tri-annually	Annually
Legacy Planning	N/A	tri-annually	Annually	Annually
Personal Financial Statement Generation	N/A	N/A	Annually	Annually
401k fee offering	Consulting fee applies		Consulting fee waived. AUM only