Equity For The Win (EquityFTW) provides financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, equity compensation analysis, financial goal setting, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. EquityFTW offers both project-based and ongoing financial planning services. EquityFTW does not manage client assets.
Fee Structure
Equity For The Win offers ongoing financial planning for a recurring fixed monthly fee ranging from $800 to $1,600, depending on the client's needs, complexity, and resources required. For Utah clients, the fee is $800/month for up to $10M in liquid assets and $1,600/month for $10M or more in liquid assets. The service includes bi-annual reviews and an annual service calendar.
Equity For The Win offers project-based financial planning for a fixed fee between $6,000 and $10,000, or an hourly rate of $625. For Utah clients, the hourly rate is $200.