Personalized | Straightforward | Strategic
Project-Based Planning
This option is for those who are not currently seeking an ongoing advising relationship but are in need of guidance for a certain issue.
For a better understanding of our new client process, click here!
Through the Wealth Scaffold Offering, We Can Help You:
Equity and Stock-option compensation analysis
Create a plan to pay off student loans
Take advantage of your employee benefits
Create an estate plan
Review & recommend benefit programs for your business
Offer cash flow suggestions based on your income & expenses
Develop a plan for your financial goals
Analyze your portfolio & develop an asset allocation strategy
...And More
Wondering Where Your Wealth Currently Stands?
Wealth Scaffold Service Cost
Special Projects
Ranges from $500 to $5,000 depending on complexity
Hourly Financial Planning
Hourly rate of $300 per hour