Services & Pricing

  • Southbound Wealth partners with you to simplify complexity and bring structure to your financial life.

    • Plan intentionally for life’s key milestones

    • Design efficient income and bonus strategies

    • Create a tax-smart approach to retirement income

    • Build a thoughtful strategy for stock options and RSUs

    • Invest in your children’s future with a clear savings plan

    • Prepare for meaningful purchases, like your next home

    • Optimize portfolios and capture tax-loss opportunities

    • Align investments with the right accounts for better efficiency

    • Elevate your charitable giving with strategic planning

    • Stay centered through market volatility

    • Assess your retirement readiness — and chart the best path forward

    • Implement advanced planning tools like backdoor Roth IRAs and conversions

    • Protect your wealth with tailored insurance recommendations

    • Maximize the value of your employee benefits

    Our low cost, tax efficient investment approach is seamlessly integrated with ongoing financial planning—at no additional fee.

  • 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.

  • Ongoing Planning & Investment Management — from $3,000/year
    Comprehensive, continuous guidance to keep your financial strategy on track, with investment management included.

    Project-Based or One-Time Plans — from $2,000/year
    Focused solutions for specific goals or financial projects.

    Fees are personalized based on your unique situation and the complexity of your plan.

Your first 6 months

  • This meeting is an opportunity to get to know you and determine if Southbound Wealth is the right fit for your financial goals. During our time together, we will:

    • Explore your financial objectives and what you hope to achieve through planning

    • Walk you through Southbound Wealth’s approach and process

    • Address any initial questions or concerns you may have

  • Now is the time to focus on your goals. In this collaborative session, we’ll review your financial picture and gather the insights needed to start building a tailored plan.

  • In this meeting, we’ll walk through your plan and make any necessary adjustments.

    Once we finalize your strategy, 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

  • During our annual strategy session, we take a comprehensive look at your financial life to ensure you remain on track toward your goals. This session typically includes a review of your investment performance, cash flow, retirement projections, and tax strategies for the year ahead. We assess any changes in your personal or financial circumstances, update your goals as needed, and make adjustments to your plan to optimize outcomes. The goal is to provide clarity, confidence, and actionable recommendations so your financial strategy continues to align with your evolving priorities.

  • Starting a new job, expecting a baby, or moving? Southbound Wealth is here to help. We offer flexible meeting times throughout the year whenever the need arises.

  • Many questions can be addressed without a full meeting. I’m available by phone or email to answer anything you need.

  • Southbound Wealth actively monitors your investments and makes strategic adjustments quarterly. During market fluctuations, your portfolio stays optimized through rebalancing and tax-loss harvesting.

  • You will receive a monthly email providing an update on the markets, along with insights based on a comprehensive review of your plan’s progress. The purpose of this communication is to ensure you stay on track and are aware of any action items that may be necessary to keep your plan on course.