Services & Pricing

  • Expert advice on every aspect of your financial plan including:

    • Tax efficient wealth accumulation

    • Retirement income planning / tax efficient withdrawal strategies

    • Tax planning strategies

    • Education savings

    • Estate planning

    • Insurance review

    • Equity compensation review

    • Employee benefit optimization

    • Budgeting

  • Southbound Wealth utilizes low cost, tax efficient asset management strategies designed to keep more money in your account.

  • Have a specific question, need a one-time retirement plan, or want to review your progress? Southbound Wealth is here to help! We specialize in creating retirement plans, education plans, equity compensation strategies, debt acceleration plans, and cash flow strategies.

  • Financial planning & investment management - 1% of assets under management (AUM). Fees may be lower depending on the amount of AUM.

    Project based work, single plans, and financial planning only - $2,000 to $10,000 depending on complexity

What does working with Southbound Wealth look like?

Your first 6 months

  • This meeting is designed to learn more about you and give you a chance to see if Southbound Wealth is the right fit for your needs. During the meeting, we will:

    • Discuss your financial goals and what you hope to accomplish through planning

    • Walk you through Southbound Wealth’s process

    • Address any initial questions or concerns you may have

  • Now is the time to dive deep into your goals. This will be a collaborative working session where we'll gather all the financial information needed to begin crafting your plan.

  • Now for the exciting part! In this meeting, we’ll walk through your plan and make any necessary adjustments. Once we finalize it, we’ll outline the steps to bring it to life. We’ll also review your personalized investment strategy during this session.

  • With your plan in place and investments transferred, we’ll take the time to ensure everything is properly set up—this includes setting up your apps, connecting your banks, and confirming your beneficiaries are in place.

Year one and beyond

  • Now is the perfect time to plan for the year ahead! We’ll update your cash flow strategy to reflect any changes in income or expenses.

  • The fall meeting will be tailored to your needs, but you can expect to review retirement contributions, required minimum distributions, progress toward your goals, and your investment accounts.

  • Starting a new job, expecting a baby, or moving? Southbound Wealth is here to help. We offer flexible meeting times throughout the year, in addition to our Spring and Fall sessions.

  • There will be plenty of questions that don’t need a full meeting. I’m available by phone or email to answer anything you have, with a typical response time of within 24 hours.

Behind the scenes

  • Southbound Wealth actively monitors your hard-earned investment accounts on a daily basis. We also provide quarterly portfolio adjustments and updates. During market volatility, your funds will remain strategically managed through account rebalancing and tax loss harvesting.

  • Tasks will be clearly assigned to both of us, so you’ll always know what’s coming up next. These tasks also serve as reminders and give me the opportunity to check in on your progress while acting as your accountability partner along the way.

  • Each month, I send a review email to all clients to check for any outstanding action items. This is also an opportunity for me to update you on tasks I’m working on, so you always know where things stand.

  • Each year, we will review your tax return and insurance coverage to identify any opportunities for optimization.