COMPREHENSIVE PLANNING
Strategic, coordinated planning to navigate greater financial complexity.
Comprehensive Financial Planning provides advanced financial planning for clients with greater financial complexity and/or multiple goals to coordinate. SWP delivers in-depth analysis, multi-scenario projections, coordinated tax and estate planning support with the client’s professional advisors, and ongoing plan updates as circumstances change. This service includes structured plan reviews throughout the year and integrates all relevant areas of a client’s financial life.
This is our high-touch planning relationship for families, business owners, and professionals managing multiple priorities, larger decisions, or complex financial situations.
Your advisor acts as your strategic partner—tracking goals, coordinating with your CPA or estate attorney, and proactively reviewing your financial life throughout the year.
Annual fee based on complexity (starting at $5,000)
How This Plan Supports You
- Strategically manage equity compensation and tax timing
- Coordinate real estate, business, and investment decisions
- Model multiple retirement or career scenarios
- Align estate planning and gifting strategies
- Manage liquidity events, inheritance, or business transitions
- Collaborate with tax, legal, and insurance professionals
- Gain confidence that every moving piece of your financial life is coordinated
Ready to Start Now?
Whether you’re taking your first step toward financial clarity or seeking a deeper planning partnership, we’re here to help!