An investment in you.
Our in-depth financial planning models help our clients:
• Feel more confident in their money
• Have more time to spend with their family
• Find peace of mind in their financial future
Viridian Blueprint
Professionals and families building a strong financial foundation.
Life planning
College savings
Risk management
Debt payoff plan
Cash flow planning
Retirement strategy
Investment management
Company benefit planning
Tax-advantaged investing
Tax planning
Estate planning
Equity compensation planning
Salary review & recommendations
Three review meetings
+ check-ins as needed
Upfront Fee: One month’s cost
$12,000/year (employees)
$18,000/year (business owners)
+ 0.35% of AUM
(on assets we manage for you)
Viridian Blueprint +
Entrepreneurs and professionals with complex finances.
Tax planning
Owner’s pay analysis
Cash flow planning
Insurance planning
Asset protection
Estate planning
Debt payoff plan
Exit planning
Real estate analysis
Credit card strategy
Retirement account planning
+ Personal financial planning
Quarterly review meetings
+ check-ins as needed
Upfront Fee: One month’s cost
$24,000/year
(owners & professionals)
+ 0.35% of AUM
(on assets we manage for you)
For employees
Four focused meetings designed to build a personalized financial plan that creates confidence, clarity, and direction for every important decision in your financial life.
starting at $10,000
For business owners
Four strategic meetings designed to align business and personal finances, creating clarity, efficiency, and a unified plan that supports long-term financial growth.
starting at $12,000
For complex scenarios
Four comprehensive meetings designed for clients with multiple goals, entities, or income streams, building a plan that simplifies and strengthens their finances.
starting at $15,000
