Serving Walnut Creek, CA
360 Estate Planning offers a comprehensive service tailored for individuals eager to establish and maintain a solid financial foundation while proactively preparing for their future. This service is ideal for those looking to ensure all aspects of their estate are managed wisely—from investments and savings to inheritance planning and beyond. With 360 Estate Planning, clients receive personalized advice and strategies designed to secure their financial legacy and achieve peace of mind.
You Will Receive:
- A financial plan with a roadmap that includes a net worth statement, debt payoff plan, and savings projections
- The plan includes recommendations in the following areas: cash flow, insurance, debt repayment, investments, tax planning, retirement planning, and estate planning
- Recommendations on products and services that fit your financial needs
- Access to subject matter experts such as CPAs, insurance agents, and estate planning attorneys*
What’s Included?
- One 90-min intake session in-person (Walnut Creek office) or via video conference
- One 90-min session to discuss and deliver your comprehensive and actionable personal plan
- Assistance & guidance in implementing the financial plan
- A Personal Online Wealth Portal for tracking your cash flow, assets, and investments
- One personalized 60-min coaching and progress-check session (via phone or video call) every four months
- Update and modify your plan 3 times per year, plus unlimited email or phone support for questions that arise throughout the year.
- Monitoring of your plan
Financial Areas Addressed
Here are some brief examples of what your comprehensive financial plan might address:
Cash Flow & Budgeting
- Are you spending less than you earn and able to set money aside for your goals?
- How can you shift your expenses so you can fund the things that matter most?
Income Planning
- How can you make enough to support your goals?
Tax Planning/Employee Benefits
- How can you keep more of what you earn and minimize unnecessary taxes?
Debt Management
- How quickly can you become debt-free?
- Which debts to pay off, refinance, or prioritize?
Investments/Retirement/Education
- Should you invest now, in what assets, and how much?
- Does your investment strategy match your goals, timeframe, and risk tolerance?
Risk Management (Protection)
- Are you and your assets adequately protected against negative events?
Estate Planning
- Do you have a plan for when you are unable to make decisions for yourself or your loved ones?
Comprehensive Planning Program Fees
We believe income is a reasonable proxy for complexity in financial planning. Therefore, our pricing is based on our clients’ pre-tax income.
| Your Pre-Tax Annual Income | One-time Upfront Fee | Fee |
| Up to $149k | $597 | $2,200 |
| $150kto $199k | $597 | $2,500 |
| $200k to $249k | $697 | $3,000 |
| $250k to $299K | $697 | $3,500 |
| $300k to $349k | $797 | $4,000 |
| $350k to $399K | $797 | $4,500 |
| $400k to $499k | $897 | $5,700 |
| $500k to $599k | $897 | $6,800 |
| Over $600K | $997 | Quote |
Fee schedule as of 8-11-22. A fee is subject to change without notice. Does not include investment management fees.
Contact Our Comprehensive Planning Attorney in Walnut Creek, CA
For those ready to take control of their financial future, 360 Estate Planning is here to guide you every step of the way. Our team in Walnut Creek, CA, is committed to providing you with tailored solutions that fit your unique needs. Contact our office today to learn more about how we can help you start planning for a secure and prosperous future. We offer plans that fit all stages of your financial life.