for example: 1099 or K-1 income
for example Divorce, Income Earned Internationally, Rental Income
for example: Student Loans, Large Credit Card balances, etc.
for example: NQSOs, ISOs, ESPPs, Restricted Stock, SARs
for example: Birth of a Child, Home, Renovation, Starting a Business, Career Change, Investment, etc.
*The Planning Fee calculated above is an estimate and should only be used as a guideline for estimating pricing. The actual fee will be determined after evaluating individual needs and determining the complexity and scope of your situation.