NYC Financial Planning Services – Transparent CPA Pricing

Personal Financial Planning Services by NYC CPA – Tax-Efficient Wealth Strategies

1. Personal Money Manager [FULL-TIME OR PART-TIME---CONTACT FOR PRICING]

2. Retirement Planning | CPA NYC | 401(K) Rollover Advice

Description: Customized retirement strategies including income projections, tax optimization, and Social Security timing.

3. Tax-Efficient Investment Planning | Tax Planning for Investments NYC | CPA Investment Advisor

Description: Portfolio reviews and strategies to minimize capital gains and maximize after-tax returns.

4. Estate & Legacy Planning | Estate Planning CPA NYC | Wealth Transfer Strategies

Description: Trust setup, charitable giving, and multi-generational wealth preservation.

5. Education & College Funding | 529 Plan CPA NYC | College Savings Planning

Description: Tax-advantaged education savings plans and funding strategies.

6. Cash Flow & Budgeting | Personal Budgeting CPA | Cash Flow Planning NYC

Description: Monthly budgeting, debt reduction, and savings strategies.

Pricing

1. One-Time Service

Price: $250/hr. [Billed up to 4 hours, at 15-minute increments]
Best For: Roth conversions, rollovers, distributions, inheritances, large cash windfall, social security, etc.
Timing: Contact us ASAP, especially before the occurrence of the financial event.

2. Fixed-Fee Packages

Basic Plan ($1,200 - $2,500) Covers budgeting, retirement, and tax overview
Comprehensive Plan ($3,000 - $5,000) Includes estate, investment, and tax planning
Annual Retainer ($4,500 - $6,000/year) Ongoing support and quarterly reviews

3. Subscription

Tiered Pricing:
- Starter: $375/month – Basic planning + quarterly check-ins
- Growth: $750/month – Includes tax projections and investment reviews
- Premium: $1,250+/month – Full advisory, estate, and business planning

4. Value-Based Pricing

Example: $5,000 for a tax plan that saves $30,000
Best For: High-net-worth individuals or complex planning needs