SERVICES

Estate Services:
 
Estate Planning Preparation

 

Do you need to create your Will (or Trust) but don’t know where to begin?  Or is your current Will (or Trust) in need of an update?  Let us help you organize your assets, accounts, beneficiary designations, etc. and/or review your current plan so that you have everything in order when you meet with your estate planning attorney.

Estate Planning Implementation

 

Do you need help updating your account beneficiaries, retitling your assets and/or consolidating accounts after finalizing your estate plan?  Let us help you with these time-consuming and tedious tasks.

Estate Settlement Assistance

 

Are you the executor of a loved-one’s estate?  The estate settlement process can be long and arduous in the best of times, but is particularly challenging when you are grieving the loss of your family member.  Let us help you manage the process and complete many of the tedious, time-consuming steps.

Executive Compensation:
 
Deferred Compensation
Optimization

 

Does your company offer a deferred compensation plan and if so, are you taking full advantage of it?  Have you structured the deferral amounts and distribution elections (in-service and termination) to match your goals?   Let us analyze your plan and make sure you are making the proper choices each year.

Stock Option Modeling/
Optimization

 

Do you receive stock options (NQs and/or ISOs) from your company and aren't quite sure what to do with them?  Let us analyze them and provide some alternatives that coincide with your financial goals. 

Restricted Stock Planning

Do you receive restricted stock as part of your long-term incentive with your company?  Do you have a plan for its various vesting periods?  Let us help you take a big picture view of this benefit and develop a plan for it that matches your financial goals.

 

Cost Basis Research & Detail

 

Have you been purchasing ESPP shares for years but haven't kept the cost bases for these purchases?  Do you know the cost basis of stock options you've exercised over the years?  Let us help you research and organize those cost bases.  Once organized, we will even send it to your brokerage account(s) so it will be stored electronically there going forward so you don't need to worry about it in the future, particularly when it's time to sell those investments.

Stock Concentration Analysis

 

​Through employee stock purchase plans (ESPPs), stock options, and restricted stock, and/or other accounts, is a large part of your asset allocation invested in your company's stock?  Let us help you determine the amount your company's stock represents of your entire investment portfolio and develop plans for better diversifying it.

Asset Allocation Summary

 

Do you know how much of your portfolio is in stocks, bonds, cash, or other investments?  Do you know how much exposure you have to international investments? Do you know the allocation make-up of your mutual funds and how they may affect your overall asset allocation?  Let us provide you with an asset allocation summary that will help ensure that your investments are in line with your financial goals.

 

Other Services:

Financial Budgeting

 

Do you wonder where you spend your money and/or why you don’t have more to put towards saving for your goals?  Let us help you determine how best to optimize your cash flows.

Cost Basis Research & Detail

 

Did you purchase investments many years ago but don't know the cost bases for them?  Do you have years of financial statements stuffed into drawers somewhere collecting dust?  Let us help you research and organize that cost basis.  Once organized, we will even send it to your brokerage account(s) so it will be stored electronically there going forward so you don't need to worry about it in the future, particularly when it's time to sell those investments.

 
Financial Account Consolidation

 

Have you amassed a litany of financial accounts over the years and wish to consolidate them?  We can help with that!

Tax Documentation Preparation

 

Do you struggle to make sense of all the documents you need to provide to your accountant?  We can help you organize those documents and even assist in completing your accountant's tax organizer form, ensuring that all important information is included.

Other Services

 

Do you have other financially-related organizing projects that you just can't seem to find the time or motivation to tackle?  Ask if we can help you with them.

 

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