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Private Wealth Coaching

Clear pricing. Clear value. Ongoing planning that actually runs in real life.

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Tiers & Pricing

PWC — $4,999 initial (Year 1) → $1,800/yr ongoing (from Year 2)*

Built for households with straightforward complexity who want an ongoing plan and coordination across the six pillars.

  • Ideal for: W‑2 professionals with outside savings.

    Meeting cadence: 2 structured reviews per year + quick check‑ins as needed.

PWC+ — $7,499 initial (Year 1) → $3,000/yr ongoing (from Year 2)*

For added complexity, deeper tax work, and owner specific needs.

  • Ideal for: Retirees/near-retirees, small-business owners (single owner or partners)

    Meeting cadence: 3–4 structured reviews per year + strategy sessions during key deadlines.

    *Ongoing fee waiver: The annual ongoing fee is waived if managed assets meet a $500,000 household minimum (AUM billed separately on the Investment Management schedule).

What’s Included (both tiers)

  • Ongoing planning across six pillars: Retirement Income, Investments, Tax, Risk, Estate, Behavioral Coaching.
  • Coordination pack for CPA/attorney (checklists, summaries, timelines, projections).
  • Meeting rhythm & accountability: quarterly/annual agendas, guardrails, and playbooks.
  • Access to deliverables listed below, updated as the plan evolves.

*Third‑party costs (custodian, attorney, CPA, insurance, etc.) are separate.

Deliverables You Receive

Retirement Income

  • Retirement Income Map (12 month cash flow + 10 year preview)
  • Withdrawal Policy Statement (WPS) with buckets, guardrails, and tax sequencing.

Investments

  • Investment Policy Statement (IPS) with risk budget, allocation, and drift band rules.
  • Asset Location Map and Rebalancing Policy & Calendar.
  • Business Buffer & Liquidity Plan (owners).

Tax

  • Annual Tax Moves Calendar (Q1–Q4).
  • Quarterly projections with bracket/IRMAA guardrails.
  • Charitable Giving Playbook (DAF/QCD timing).

Risk

  • Risk Map (1 page) with priorities and deadlines.
  • 5-D Continuity Checklist and Incident Response Steps.
  • Beneficiary & Titling Audit.

Estate

  • Estate Blueprint (1 page flow).
  • Trust Funding Plan (if applicable).
  • Family Meeting Agenda and Executor Grab and Go Packet.

Behavioral Coaching

  • Decision Rules & Guardrails (1 page).
  • Quarterly Agenda + Annual Reset.
  • Event Playbooks (market drop, windfall, big purchase).
  • Automation Checklist and Progress Scorecard.

Faqs

Is investment management required?

No. Planning can stand alone. Investment management is optional and billed separately. But it can eliminate the ongoing service charges in years 2 and beyond.

Yes. If life or complexity shifts, the tier can be adjusted at renewal.

No. Drafting documents and tax filing are handled by your chosen professionals; planning includes coordination.

Ready for a plan that runs year round?

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With whom would you like to schedule?

Sean Williams

PRINCIPAL AND LEAD ADVISOR

Nick O’Kelly

DIRECTOR OF FINANCIAL PLANNING AND LEAD ADVISOR