Ichiro Takayoshi

Takayoshi Wealth Management offers Year-Round Advisory for clients who want ongoing financial planning and investment advice after completing the initial 90 Days Financial Sprint.

• Cost: $3,500 annual flat fee, billed in two equal installments every six months.
• What is included: Periodic planning check-ins, ongoing advice as your circumstances or objectives change, continuing support on financial planning topics (such as cash flow, retirement, insurance, education, tax planning considerations, estate planning coordination, and equity compensation), ongoing portfolio advice, and periodic reviews of holdings and allocations.

• 90 Days Financial Sprint — $5,000 flat fee for a comprehensive initial planning and investment advisory engagement covering cash flow, retirement, insurance, education, taxes, estate planning coordination, and employee benefits. Billed in two installments (50% upfront, 50% upon completion).
• Focused Review — Project-based fees ranging from $500 to $5,000 or more, depending on the scope and complexity. This covers targeted advice on specific topics such as divorce-related financial planning, death of a family member, education funding decisions, retirement readiness, job changes and benefits decisions, or equity compensation planning.