SERVICES
Clarity and structure personalized to your needs.
FOCUSED ADVISORY ENGAGEMENTS
Scope-Based Pricing
For clients seeking an actionable financial plan or help with a specific financial decision.
PERSONAL CFO STEWARDSHIP
Starting at $6,000/year
For clients who want to offload financial complexity through professional management and oversight.
OUR PROCESS
Discover
First, we start by getting to know YOU! Using our personalized approach and secure aggregation tools, we gather a comprehensive view of your finances and develop a deep understanding of your objectives.
Design
We then design a customized financial plan specifically tailored to your goals. Through a collaborative, hands-on process, we craft targeted strategies for retirement, investments, tax efficiency, and any other areas of focus – ensuring you understand your plan and are confident in the strategy.
Implement
This is where your financial plan comes to life! As your financial quarterback, we partner directly with you on implementing your plan from start to finish – handling all the details, guiding you through any actionable steps, and consistently ensuring our direction aligns to your objectives. We’ll get you to a point of confidence and comfort in your financial outlook.
Evolve
Your financial journey evolves over time and we are here to help. As your ongoing financial strategist, we help you stay aligned to your goals through regular updates, adjustments, and personalized guidance. We believe the greatest investment is in our clients’ success and we strive to be your dedicated partner every step of the way.
Expand the categories below to learn more…
CAPABILITIES
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✓ Supported Onboarding
✓ Individual Dedicated Advisor
✓ Advisor-led Task Management & Accountability
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✓ Goal Tracking & Prioritization
✓ Membership Accounts for Client & Co-Client
✓ Customized Dashboard with Consolidated Finances
✓ Full Access to RightCapital Financial Planning Software
✓ Mobile App Access
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✓ Goal & Income Assessment
✓ Savings & Investment Planning
✓ Tax-advantaged Contributions and Withdrawals
✓ Pre & Post-Retirement Planning
✓ Family Planning
✓ Stress Test Analysis
✓ Medicare Planning
✓ Social Security Optimization
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✓ Savings & Funding Strategies
✓ Financial Aid Guidance
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✓ Identify Coverage Gaps (Life, Disability, LTC, P&C)
✓ Employer-sponsored Insurance Support (health, life, etc.)
✓ State or Self-Sponsored Health Insurance Support
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✓ Goal-Aligned Investment Strategy
✓ Risk Assessment
✓ Portfolio Monitoring & Regular Reviews
✓ Tax loss Harvesting
✓ Employer-Sponsored Portfolio Guidance (401k, HSA/FSA, etc.)
✓ Portfolio Analysis & Recommendations
✓ Tax-advantaged Investments
✓ Security-Specific Recommendations
✓ Customized Portfolio Construction
✓ Private Market Investment Analysis
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✓ Cashflow Management
✓ Short & Long-term Savings Strategies
✓ Budgeting & Expense Analysis
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✓ Student Loan Analysis & Payoff Strategies
✓ Mortgage & Consumer Debt Guidance
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✓ High Level Tax Bracket Guidance
✓ Tax Efficient Withdrawal & Distribution Strategies
✓ Future Year Tax Projection Analysis
✓ Roth IRA Conversions (Backdoor & Mega Backdoor)
✓ Cryptocurrency Tax Planning
✓ Past Year Tax Return & Filing Review
✓ Tax filing Optimization Strategies
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✓ Property Analysis
✓ Performance Analysis (Sell vs. Keep)
✓ Depreciation Schedule Review
✓ Ownership Structure Planning
✓ Lending + Liquidity Analysis
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✓ Equity Award Planning (optimal exercise & tax plan)
✓ Company Stock Plan Guidance (RSUs, ISOs, etc.)
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✓ Annual Bookkeeping Review
✓ Retirement Planning & Contribution
✓ Business Entity Structure Planning
✓ Business Tax Deduction Planning
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✓ Estate Planning Education & Guidance
✓ Beneficiary Assignment
✓ Estate Analysis & Entity Strategy
Quivira Advisors is not a law firm and we do not provide legal advice.