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 ongoing comprehensive
financial planning and wealth management
for a flat fee.

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 ongoing
comprehensive financial planning
and wealth management for a flat fee.

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

_______________

How We Work Together

Consultation

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

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 tha
  • 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 previous year’s taxes 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

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 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 a home purchase, raising a family, or take a career break
  • 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

Ongoing Comprehensive Financial Planning Including (Optional) Wealth Management

CategoryHousehold Annual Fee
Higher complexity, e.g. >$400k income, significant stock options, considering early retirement$6,000
Moderate complexity, e.g. $150k-$400k income, considering career break$4,000

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

LEARN MORE ABOUT ME

Meet your
financial planner

LEARN MORE ABOUT ME

Meet your
financial planner