Rushmore Planning
Start DiscoveryWho It’s For
Millenias optimizing 401(k)s, equity comp, education funding, business strategy and protection planning.
Primary Objective
Build a coordinated roadmap across retirement, taxes, estate, insurance, cash flow, and investing.
Fee
Flat-fee subscription — $250/month (or project-based for one-time plans).
What’s Included
Retirement & Cash-Flow
- 401(k)/IRA allocation & rollovers
- Retirement income & drawdown strategy
- Emergency fund & banking structure
Tax & Estate Coordination
- Tax-aware savings plan (Roth, HSA, 529)
- Gifting, beneficiary & titling review
- Estate attorney/CPA coordination
Risk & Protection
- Insurance review (life, disability, umbrella)
- HSAs, FSA, and employer benefits
- Identity/cyber & cash management hygiene
Our Process
1. Discovery
45-min intro + data gather. Define goals, constraints, and priorities.
2. Plan Build
Model retirement & cash flow; tax-aware savings; protection strategy.
3. Implementation
Coordinate accounts & IPS. Option to onboard into Core or Edge portfolios.
4. Review
Annual plan review + dashboard; ad-hoc updates as life changes occur.
Pricing
Subscription
$250/month — ongoing access, updates, and annual review.
Project
Fixed-fee one-time plan; implementation support available.
Planning services do not include legal or tax advice—clients should consult their own attorney and tax advisor. See Rushmore Documents and Form ADV Part 2.
Where You Go Next
