One-Time "Project" Financial Planning :  Our "Project" financial planning service includes a one-time written financial plan covering various topic areas as needed by the client. Topic areas can include retirement planning, cash flow planning, real estate investing advice, education planning, tax planning, estate planning, and more. Pricing is an hourly rate of $350/hr. This service includes multiple initial meetings to construct and present a written financial plan and implement support if desired. Our ongoing financial planning "Personal CFO" service (explained below) includes unlimited live support for implementing our recommendations and ongoing updates to your financial plan as your life changes.

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Ongoing "Personal CFO" Financial Planning :  "CFO" stands for Chief Financial Officer. You are the "CEO" of your life; we want to help make your vision of an ideal life a financial reality. Many busy professionals don't have time to properly manage their own finances. Our Personal CFO service includes ongoing financial planning, a thought-partner when making big financial decisions, and task management support to make sure important responsibilities don't fall through the cracks. This service includes an initial multi-meeting financial plan construction and then two ongoing annual review meetings. You have access to unlimited email support and additional one-on-one meetings are available, as needed, at no additional cost. Pricing is a subscription fee ranging from $150/mo to $850/mo based on your income and net worth, plus a one-time onboarding fee of $1,800 (see our pricing calculator above). The onboarding fee is reduced when you bundle with Investment Management. The $1,800 onboarding fee is reduced by $100 for each $25,000 AUM you have us manage (at $450,000 AUM or more, the onboarding fee is completely waived).

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Investment Management :  We have a $100,000 investment account minimum, with pricing at 1.25% per year. However, this investment account minimum is waived and pricing falls to just 0.50% per year, when you bundle with our Ongoing Financial Planning service. Our Investment Management service includes an annual meeting with a financial advisor to review your investments together (in addition to the two included in our Personal CFO service). Get access to professional investment management, direct indexing, and automated tax-loss harvesting*. Please learn more about how we manage investments on our Investment Philosophy page.

(*Automated tax-loss harvesting may be subject to an additional separate fee charged by the software provider.)

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Tax Preparation :  This service is exclusive to Comprehensive Wealth Management clients and included for free.

(Silverstone Financial LLC and its representatives are not licensed tax preparers and provide tax preparation services through a partner tax preparation firm.)

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Comprehensive Wealth Management :  Bundle our services together for an all-inclusive wealth management service for clients with more than $1,000,000 of investable assets with Your Best Path FP. Pricing is 1.00% per year on the first $2,000,000 AUM, then a flat 0.50% per year on any AUM above that. This service includes an initial multi-meeting financial plan construction and then three ongoing annual review meetings. You have access to unlimited email support and additional one-on-one meetings are available, as needed, at no additional cost. Wealth Management includes the following services:

• Investment Management

• Financial Planning

• Personal CFO

• Annual Tax Preparation

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