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 and is included with the flat 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

  • As we move into the second quarter, our spring meeting is the perfect opportunity to take stock of where you stand financially and set a clear course for the year ahead. Together, we'll review your cash flow to ensure your income and spending are aligned with your goals, revisit your tax strategy in light of any changes from the prior filing season, and identify opportunities to optimize contributions, deductions, and withholdings. This is also a great time to address any life changes such as a new job, a growing family, or a major purchase that may call for adjustments to your overall plan. The goal of the Spring meeting is to keep your plan proactive rather than reactive.

  • As the year draws to a close, our fall meeting is designed to ensure nothing falls through the cracks before December 31st. We'll confirm that your retirement contributions are on track to be fully maximized for the year and review any required minimum distributions to make sure they are satisfied on time and structured in the most tax-efficient way possible. We'll also scan your investment accounts for tax-loss harvesting opportunities.  Finally, we'll step back and review the progress you've made toward your broader financial goals, celebrating the wins and recalibrating anything that needs attention. The fall meeting is your year-end checkpoint, a chance to finish strong and head into the new year with confidence and clarity.

  • 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.