Patrick Cicchetti
No reviews yet · Serves Nationwide · Specializes in Business Owners/Entrepreneurs, Equity Compensation, HENRYs (High Earners, Not Rich Yet)
I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business.
Services
- 401(k) & IRA Management
- 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
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
Pricing
- Hourly Rate — $500–$750/hour
- Flat Fee — $10,000–$30,000 one-time
- One-Time Planning Fee — $5,000–$18,000 one-time