What We Offer

At Ad Astra Financial Planning we believe in the value of holistic
and comprehensive financial planning, especially compounded
over years and decades.

We are also sensitive to the fact that you may want help without
committing to an ongoing expense.

To this effect, we offer comprehensive financial
planning and wealth management services
for a flat fee so you keep more in your pocket.

We also offer a self-contained “Strategy Session”
of 90 minutes if you just have a few questions.

_______________

What We Offer

At Ad Astra Financial Planning
we believe in the value of holistic
and comprehensive financial planning,
especially compounded over years and decades.

We are also sensitive to the fact that you may want help without
committing to an ongoing expense.

To this effect, we offer comprehensive financial
planning and wealth management services for
a flat fee so you keep more in your pocket.

We also offer a self-contained “Strategy Session”
of 90 minutes if you just have a few questions.

_______________

How We Work Together

1) Consultation

  1. 30-Minute Compatibility Check to see if we might be a good fit
  2. 60-Minute Discovery Session to explore your goals and values more deeply and meet your partner, if applicable
  3. I provide you with a forward-looking roadmap of how we would work together going forward
  4. You decide to work with me, or not

2) Onboarding

  • Typically 3-6 meetings
  • Get organized… and inspired!
  • Review and optimize cash flow
  • Life plan – want to purchase a home in the Bay Area, take a career break, retire early, shift into part-time work? We’ll make a plan for that
  • Develop your equity compensation strategy
  • Create a plan for managing concentrated stock positions
  • Coordinate your investments to work for you over the long-term in a tax-efficient manner
  • Evaluate your last two tax returns for future opportunities, project current-year taxes, and make a plan to optimize your tax strategy going forward
  • Create a plan for maximizing your employer benefits
  • Create your financial independence roadmap
  • Review insurance and estate planning needs

3) Ongoing

  • Implementing tax-efficient investing strategies based on your values and goals
  • Advisement on all investments including your 401(k)s, Health Savings Accounts, etc.
  • Planning for liquidity events as they arise and leveraging them to achieve your long-term goals
  • Checking in ideally at least twice per year to review cash flow, equity, and investments and to proactively plan for what’s next
  • Accountability and assisting with short and long-term goal implementation
  • Coordinating with your tax preparer to ensure our strategies are implemented and that your taxes have been correctly filed
  • Acting as a sounding board for life decisions as you plan for events like purchasing a home, raising a family, taking a sabbatical, getting into consulting, or retiring early
  • Ensuring you’re maximizing employee benefits as annual limits change and you change employers
  • Ensuring your insurance and estate plan remains sufficient as your circumstances change

What It Costs

One-Time Financial Plan

Fee
$5,000

Half paid upfront, half paid at end of engagement.

Comprehensive Wealth Management

Household Annual Fee
$6,000

Limited spots available to ensure high-quality, personalized service.

Strategy Session

$400 for a 90-minute session.

LEARN MORE ABOUT ME

Meet your
financial planner

LEARN MORE ABOUT ME

Meet your
financial planner