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Financial Planning Packages

Clarity. Confidence. Control over your financial future.

 

Why Work With Us?

At Tidemark Financial Partners, we build financial plans that are clear, actionable, and truly aligned with your life. Whether you’re facing equity compensation, retirement, or complex financial decisions — we’ve got you covered.

Foundational Financial Planning

Ideal for: Individuals or families needing a structured plan to build a strong financial base.

What’s Included:

  • Personalized 5-Year Cash Flow & Life Event Planning
  • Stock Compensation Overview (ISOs, RSUs, NSOs, ESPPs)
  • Retirement Readiness & Social Security Strategy
  • College Savings Plans (529, UTMA/UGMA)
  • Insurance Coverage Review (Life, Disability, LTC)

Pricing:

$2,500 one-time or $250/month for 12 months (includes 4 meetings/year)

Advanced Financial Planning

Ideal for: Mid-career professionals, executives, or families with complex assets and planning needs.

Everything in Foundational, plus:

  • Advanced Stock Strategies (10b5-1, tax modeling)
  • Tax Optimization for High-Income & Charitable Giving
  • Estate Coordination: Trusts, Beneficiaries, Gifting
  • Support for Parents or Multi-Gen Planning
  • Insurance & Risk Strategy Tailored to Your Life

Pricing:

$5,000 – $10,000 based on complexity. Includes 2 follow-up strategy sessions in year one.

Frequently Asked Questions

  • One-time vs. monthly payment? One-time includes the full plan with support. Monthly gives you 4 structured updates/year.
  • Who is Foundational best for? Those who want a strong base without ongoing investment management.
  • What makes Advanced worth it? It includes deeper stock, tax, estate, and legacy planning.
  • Is investment advice included? No — this is planning only. Investment help is available separately.
  • How do I get started? Book a free consultation and we’ll walk you through it.

Ready to Plan With Purpose?

Take the first step toward clarity and confidence in your financial life.

Schedule Your Consultation

 

Note: Tidemark Financial Partners does not provide tax or legal advice. Please consult your CPA or attorney.