Delagify Financial is currently operating on a waitlist. Depending on the complexity of your plan, it may take up to two weeks to schedule your first appointment. You can still use the links below to be added to the waitlist.
Financial Planning Services
We offer comprehensive financial planning services. Our services typically focus heavily on long-term tax planning. All our comprehensive plans assist in the following areas:
- Prioritizing goals goal progrss
- Recommending investment allocations
- Running long-term projections
- Defining the best place to direct extra savings
Basic Plan
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4 Planning Meetings
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1 Followup Meeting
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Investment advice for up to
4 accounts -
3 Financial Models
Basic plan includes advice on:
- IRA accounts
- 401(k)
- 529 accounts
Advanced Plan
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4 Planning Meetings
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2 Followup Meeting
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Investment advice for up to
6 accounts -
5 Financial Models
The Advanced plan included everything in the Basic plan plus:
- ESOP/ESPP
- ISOs
- RSUs
- Backdoor IRA (Including Mega Backdoor)
- Rental Property
- Annuity products
Complex Plan
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4 Planning Meetings
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10 Followup Meeting
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Investment advice for up to
12 accounts -
12 Financial Models
The Complicated plan includes everything in the Advanced plan plus:
- Trusts
- S-Corps
- §199A
- §1035
- §1031
- §617 deductions
- Gift/Estate taxes (Projected net worth over $13 million)
Payment for services can be made by transfer from investment returns, credit card, check, or bank transfer.
Ongoing support and active management
Unlike most financial planners, we do NOT charge a percentage of assets managed.
Ongoing support is provided based on the complexity of your financial situation:
- $2,400 per year for those requiring a Basic plan
- $3,600 per year for those requiring an Advanced plan
- $7,600 per year for those requiring a Complex plan