Ongoing Financial Planning Fee

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There is more than one person in the household?

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There is more than one job in the household that includes employer benefits

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Our gross income is $250,000 or greater

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Our household investable assets are $1,000,000 greater

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Our household combined debt (non-mortgage) is $75,000 or greater

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At least part of my income comes from a sole proprietorship, rental property, royalties, partnership, trust or estate

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We own a property outside of the United States

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At least one of us is not a United States citizen

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We live outside of the United States for over 6 months out of the year

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At least one of us has equity compensation (ISOs, RSU, etc)

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Final cost

The final estimated price is :

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Anual Fee :

This is a good faith estimation of an ongoing yearly financial planning fee, the final client fee is agreed by the client prior to rendering services and outlined in the Client Engagement Agreement.

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