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Comprehensive Financial Planning

Your Partner in Building Clarity, Confidence, and a Plan That Works for You

Our comprehensive financial planning service provides personalized guidance to help you navigate every aspect of your financial life. From equity compensation and tax strategies to retirement and long-term goals, we work with you to create a plan that reflects your values, priorities, and aspirations. With ongoing support, we’re here to adapt your plan as life evolves, ensuring you stay on track and confident in your financial future.

WORK WITH STARDUST

Comprehensive Financial Planning

Your Partner in Building Clarity, Confidence, and a Plan That Works for You

Our comprehensive financial planning service provides personalized guidance to help you navigate every aspect of your financial life. From equity compensation and tax strategies to retirement and long-term goals, we work with you to create a plan that reflects your values, priorities, and aspirations. With ongoing support, we’re here to adapt your plan as life evolves, ensuring you stay on track and confident in your financial future.

WORK WITH STARDUST

Our Process

We transform financial complexity into clear action through a structured process that’s both rigorous and personal. Starting with your story and powered by detailed analysis, we build strategies that align your resources with your dreams.

Step One

Orient and Onboard

Getting acquainted, we establish a sense of where you are with your finances and your life while you get familiar with us, our process, and our approach.

Step Two

Coordinating Essentials

We’ll coordinate your accounts and employee benefits, filling holes, consolidating, and ensuring alignment with your life goals. We’re aiming to minimize inefficiencies and improve flow.

Step Three

Objectives and Obstacles

With your accounts consolidated and data organized, we synthesize your resources, distill the details, and identify obstacles and refinements in context of goals, plans, and obligations.

Step Four

Strategy and Actions

As we find clarity, we devise tactics, the actionable steps that are optimized for your unique situation, and align your finances to your goals, family obligations, estate, and risks.

Step One

Orient and Onboard

Getting acquainted, we establish a sense of where you are with your finances and your life while you get familiar with us, our process, and our approach.

Step Two

Coordinating Essentials

We’ll coordinate your accounts and employee benefits, filling holes, consolidating, and ensuring alignment with your life goals. We’re aiming to minimize inefficiencies and improve flow.

Step Three

Objectives and Obstacles

With your accounts consolidated and data organized, we synthesize your resources, distill the details, and identify obstacles and refinements in context of goals, plans, and obligations.

Step Four

Strategy and Actions

As we find clarity, we devise tactics, the actionable steps that are optimized for your unique situation, and align your finances to your goals, family obligations, estate, and risks.

In Step with Your Life

We structure our planning around a regular quarterly meeting schedule to review progress and update your financial plan. But life is unpredictable, and we’re here whenever you need us. Whether you’re facing a sudden change, a time-sensitive decision, or just have a question, you’ll have access to expert advice and support beyond the scheduled check-ins. Our approach ensures your financial plan remains as dynamic as your life.

Investment Management

Investment management is a core part of our comprehensive financial planning service. For the first $1,000,000 of assets we manage, it’s included in your financial planning fee — no separate charge. Above that threshold, a modest asset-based fee applies.

By aligning your investments with your overall financial plan, we ensure your portfolio reflects your goals, values, and risk tolerance. Our approach focuses on thoughtful, evidence-based strategies designed to help you grow and preserve your wealth over time — with every aspect of your financial life working together.

Comprehensive Financial Planning Fees

Component 1

Financial planning fee

+
Component 2

Investment management fee

=
Total

Your annual fee

Component 1 Financial planning fee
Annual fee
Starting at $10,000/year
Includes investment management on the first $1,000,000 of assets.
How it's billed
Monthly or quarterly in arrears
An onboarding fee of 1/6 of your annual fee is due at the start of the engagement.
Fee depends on
  • Income & net worth
  • Complexity
  • Equity compensation
  • Real estate holdings
  • Estate planning needs
Component 2 Investment management fee
Assets under management Annual rate
First $1,000,000 included 0.00%
$1,000,000 – $10,000,000 0.50%
Above $10,000,000 0.25%

Billed quarterly in arrears based on quarter-end market value. Available only alongside comprehensive financial planning — not offered as a standalone service.