Focused Founders Wealth Planning
No reviews yet · Serves Nationwide · Specializes in Business Owners/Entrepreneurs, Equity Compensation, HENRYs (High Earners, Not Rich Yet)
Financial Advice for Millennial and Gen X Entrepreneurs with ADHD
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- Equity Compensation
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Preparation
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
Pricing
- Hourly Rate — $200/hour
- One-Time Financial Planning Fee — $4,000 one-time
- Flat Fee/Retainer — $2,000 one-time
- Percentage of Assets (AUM) — 0.5%–1% of AUM