Reset Financial Planning offers comprehensive financial planning and investment management services to individuals and families, operating on a fixed annual fee schedule based on the complexity of your financial situation. Reset Financial Planning primarily utilizes passive investment management strategies, focusing on low-cost index funds and exchange-traded funds aligned with your risk tolerance and long-term goals. In addition to managing portfolios, Reset Financial Planning provides wide-ranging financial planning covering retirement projections, tax optimization, cash flow and debt management, employee benefits, estate planning strategies, and divorce financial planning. The firm is led by Certified Financial Planner Sara Zuckerman and works with clients on both an ongoing relationship basis and through one-time project engagements.
Fee Structure
Reset Financial Planning charges a fixed annual fee for ongoing financial planning and investment management combined, based on the complexity of your financial situation, up to a maximum of $25,000 per year.
- Fees are paid quarterly in arrears.
- There is a minimum relationship size of $500,000 in investable assets, though this minimum may be waived at the firm's discretion.
