The Investor Package
You’ve built some wealth — now the risk is retention, concentration, taxes, and drift. Portfolio balancing, equity comp, tax-efficient accumulation, and estate foundations, analyzed together on your numbers.
Coming soon. Leave your name and email and we’ll let you know the moment it opens — no charge, no commitment.
The Investor Package interest listThe full lineup — services marked “coming soon” launch with the package or join it at no extra cost.
Looks inside your funds at what they actually hold — overlap, fees, which account each holding belongs in, and what the gap costs you.
Identifies positions at a loss that could be strategically sold to offset capital gains and reduce taxes.
Multi-year modeling of whether converting traditional IRA/401(k) to Roth makes financial sense.
Evaluates whether owning individual stocks vs. index funds creates meaningful tax savings for you.
Structured second-opinion review of your filed tax return to surface potentially missed deductions and credits.
Multi-scenario projection of your tax liability with "what-if" modeling for upcoming financial decisions.
Comprehensive crypto transaction analysis with realized gain/loss math and reporting-ready figures.
Vesting schedule modeling with concentration metrics and multi-lot tax-impact scenarios.
AMT-crossover calculation and exercise-timing scenarios for stock option exercises.
Scenario modeling for the 30-day 83(b) election decision comparing tax outcomes under multiple valuations.
Assessment of whether your stock qualifies for the Section 1202 exclusion — up to $10M of capital gain potentially excluded from federal tax.
10-year cash flow model with cap rate, cash-on-cash return, and financing scenario comparisons.
Multi-path decision modeling: sell, hold, 1031 exchange, or installment sale with tax deferral projections.
Analysis of whether cost segregation could accelerate depreciation deductions on your investment property.
Every option for a rental you own — keep, refinance, cash out, a second loan, pay down or sell — on your own numbers, side by side.
Multi-decade withdrawal sequencing with tax-efficient distribution and Monte Carlo longevity analysis.
Claiming-age scenario comparison with lifetime-benefit projections and spousal coordination modeling.
Multi-account comparison of fees, investment options, and the tax math of rollovers — you decide what to roll.
An account-by-account audit of who actually receives what you own — and what the court process, taxes and paperwork gaps would cost your family.
Calculates whether you're over- or under-covered across life, disability, umbrella, and property insurance — needs-gap only, no carrier or product naming.
A month-by-month cash flow plan: reserves dated first, then a contribution waterfall priced in after-tax terms on your real accounts and limits.
Side-by-side payoff comparison of avalanche, snowball, and hybrid approaches tailored to your debt schedule.
401(k) match, ESPP, HSA, and FSA math — surfaces benefit value you may be leaving on the table.
Tax benefit calculation, plan comparison across states, contribution optimization, and financial aid impact.
Upload your tax documents and get an interactive federal tax model — instantly. Adjust any lever and see your estimated tax liability update in real time.
Enter a US home address and get a full investment underwrite — fair value, rental returns, the risks that matter, and a Pass / Watch / Pursue verdict.
A year-by-year Medicare IRMAA projection mapped to your income plan, a Medigap-vs-Medicare-Advantage recommendation for your situation, and an enrollment deadline calendar.
A per-account, per-year RMD schedule using the correct IRS tables, your income stack mapped to tax brackets and Medicare IRMAA tiers, and the QCD strategy that can turn charitable giving into premium savings.
A structured 30/60/90-day financial reset for widowhood or gray divorce — the decisions with permanent consequences handled first, with deadlines computed from your actual dates.
Which retirement plan actually leaves you the most — after what it costs you to cover your staff and to run it.
How many options you can exercise this year without a surprise tax bill, and how much your employer is under-withholding on your vesting shares.
The wrong entity election, an unmanaged QBI phase-out, assets in the wrong accounts — each one costs you every single year. Finding them once pays annually.
Cash flow, risk coverage, concentrated positions, real estate — analyzed the way a CFO would look at them, on your actual numbers.
Beneficiary gaps and titling errors don’t wait for retirement. The foundations belong in the accumulation years, while they’re cheap to fix.
$745 / quarter
Coming soon. Leave your name and email and we’ll let you know the moment it opens — no charge, no commitment.
The Investor Package interest list