Quit second-guessing your money moves.
Get a clear plan with step-by-step guidance to keep things moving forward. As life throws new milestones or surprises your way, we’ll help with:
✅ The tools and tactics to forecast and future-proof your finances.
✅ Adjusting your plan to fund the lifestyle you want now, and in the future.
✅ Creating achievable yet ambitious goals, and helping you stay on track to achieve them.
✅ Taking charge of your financial future with a custom plan built with real numbers.
Standalone & Ongoing planning options
Life & financial planning
College savings
Risk management
Debt payoff plan
Cash flow planning
Retirement strategy
Investment strategy
Insurance analysis
Company benefit planning
Tax-advantaged investing
Tax planning
Estate planning
Equity compensation planning
Real estate analysis
Salary review & recommendations
Owner’s pay analysis
Exit planning
Consultation on major financial decisions
Standalone Planning: Three month engagement covering 4-6 meetings + plan deliverable
Ongoing Planning: Quarterly review meetings + check-ins as needed + plan deliverable
Upfront Fee: Half due upfront, half due at plan delivery
Starting at $3,600+
Assessing risk tolerance and capacity
Allocating assets
Selecting investments
Coordinating account transfers
Trading accounts
Rebalancing and investing cash
Harvesting tax losses and gains
Accessing private markets
Tax efficient investments
Business & employer sponsored plans
401(k), Solo 401(k), SEP IRA, Simple IRA, and Defined benefit plans
+PLUS everything in Financial Planning when rolling over $500,000+ of assets under our care.
Quarterly review meetings + check-ins as needed
Upfront Fee: None, billed as a percentage of assets under our care. Fees are deducted from accounts.
$0-$500k = 1.5% annually
$500k-$1mil = 1.25% annually
$1mil+ = 1% annually
For tax preparation services please visit our tax office at www.skypointtaxpros.com
A 45-minute, no-cost introductory meeting to find out if working together makes sense.
The goal with this meeting is to get to know you, your situation, and what you’re looking for in a financial planning relationship.
We then share how we work with our clients so you can leave this meeting knowing if we’re the right fit.
Time before next meeting: 3 days – 2+ weeks
If you decide we are the right fit to help you, we will send you a list of common financial documents to upload to our secure portal prior to this meeting.
During this meeting we will go over your goals & values and review the numbers so we have a clear understanding of where you are and what you’re trying to accomplish.
Time before next meeting: 2-4 weeks
During this meeting we review your full financial picture together and provide professional advice and action items for the 6 key areas of your financial life:
✅ Financial goals
✅ Investments
✅ Taxes
✅ Debt pay-off
✅ Cash flow
✅ Risk management
Time before next meeting: 1 month+
We get it—life’s hectic.
It’s easy for even the important stuff to get pushed to the back burner.
That’s why this is the most important step in the process: to make sure your plan actually gets put into action.
We’ll follow up and check in as needed, update your plan annually, provide quarterly investment reports, conduct a mid-year tax return review, and review insurance and estate planning as needed.
Ongoing planning clients have the option for quarterly meetings + one-offs as needed.
1) Schedule your no-cost intro call with us below.
2) See if it makes sense to work together.
3) Sleep on it.
4) Still have questions? Read our FAQ here.
✅ Why beating the IRS starts in your 40s & 50s
✅ Expose hidden tax traps in your nest egg
✅ Avoid surprise tax bills from IRAs
We are a 5-star rated
financial planning firm.
See what our clients have to say…
