Comprehensive Financial Planning

This is our ongoing financial planning service. We partner with you, initially and over time, to help you organize, clarify and simplify your financial life through ongoing communication and collaboration that reflects changes in your life, the laws, and the investment markets.

OUR FEE

Initial Enrollment Fee is $500.

Yearly planning fees start at $1,800/year (single) and $2,400/year (married).

Payments are billed quarterly.

 

  *Quarterly planning fee is waived for clients with over $500,000 of managed assets.

  *Quarterly planning fee is waived for clients with over $750,000, and in addition, your tax preparation services will be discounted at HYA. 

OUR PROCESS

 

- YOUR FIRST YEAR -

  1. Introductory Call - Get to know each other and determine if we are a good fit. 

  2. Get Organized - Gather and organize all documents.

  3. Prioritize & Plan - Clarify your financial goals and make a plan based on your priorities.

  4. Implementation - Review and implement your personalized plan.

  5. Check In - Periodic review of your financial planing process. 

- YOUR 2ND YEAR AND BEYOND -

ONGOING FINANCIAL PLANNING

  • Accountability Check-Ins - Review progress, adjust, implement changes.

  • Advisor Access - Connect with advisor to address new concerns.

  • Team Approach - Coordinate with Hara Yoshida Accounting (HYA) and/or your financial  professionals to take care of your tax and financial needs.