Overview
Work with an advisor to get an in-depth Diagnostic + customized Playbook with no long-term commitments
We offer access to select Diagnostics for a standalone, fixed-fee for people that want help with a specific area of their financial life and are not looking for an ongoing AUM relationship. See “What You Get” for more details on what’s included with these projects.
Diagnostics available on a project basis at this time include:
| Diagnostic | Overview |
| Equity Compensation | A detailed recommendation for improving your equity comp strategies including holding vs. diversifying, tax optimization, options exercising, etc. (Coming Soon) |
| Portfolio Efficiency | A systematic assessment of the hidden tax, fee, and performance drags across your investment portfolios; identifying opportunities to ensure you are maximizing your after-tax returns. Learn more. |
| 529 Strategy | A structured approach for examining and optimizing all aspects of your 529 strategy including contributions, funding needs, tax and fee efficiency. Learn more. |
We are regularly updating the Diagnostics we make available on a standalone basis. The above, and a significantly wider range of Diagnostics supported by hands-on implementation, are available to our Financial Planning clients on a continuous basis.
What You Get
Clear, Data-Supported Recommendations
Each of our standalone assessments comes with the following deliverables:
- Clear Recommendations: We’ll provide clear recommendations in an easily digestible executive summary while quantifying the expected impact of the decisions that need to be made so we can easily decide together what you want to do next.
- Detailed Diagnostic: We’ll show you all the numbers and analyses behind our recommendations. This provides you with complete transparency into our thinking but also helps you understand the tradeoffs being made between alternative scenarios.
- Comprehensive Playbook: We’ll provide a step-by-step implementation guide so the steps that should be taken based on the analyses are clearly structured.
Here’s an example of a 529 Funding Strategy Analysis for a client that shows the breadth and depth of our analytical approach where we helped a family with two children optimize their college savings strategy yielding an additional expected $13,451 in tax savings vs. their current path.
Service Model & Pricing
A Streamlined Service Model With Minimal Time Commitment From You
- We’ll spend a complimentary, initial 30 minutes together understanding your situation and what you’re looking for
- If we think we can help we’ll follow up with a proposal containing a clear scope of work and transparent pricing within a few days so you can decide if you want us to help with your specific issue
- If we partner together, we’ll typically need another 30-60 minutes more of your time to more deeply understand your situation and collect relevant information from you. Once we have what we need from you, we usually present recommendations within 2 weeks via a 30-60 minute interactive discussion
- You get to keep any of the materials we present to you including our summarized recommendations, detailed Diagnostics, and comprehensive Playbooks
We Emphasize a Tangible ROI
We only recommend moving forward if we feel we can help in a quantifiable way. We want all our advice-seeking clients to walk away feeling like they have clarity on what to do next and that the engagement had a positive ROI.
We price our advisory services based on a combination of:
- The complexity of the client’s situation and expected effort we need to develop a recommendation that meets the client’s needs
- A fee that is lower than the expected positive economic impact of our recommendation
Our advisory fees typically range from $1,000 to $10,000+ depending on these factors.
Reach out to an advisor using the link above which will take you to our contact page or email us to learn more about how we can help with your financial issue.
email: [email protected]
Kangpan & Co. 