Personalized Services & Fees, Just For You
At NoDa Wealth, your financial strategy is crafted to fit your unique goals. Whether you need a quick consultation or full wealth management, our flexible options align with your lifestyle. Choose the plan that suits you, and we’ll help you stay on track!
Plans That Meet Your Needs
At NoDa Wealth, we help you reach your financial goals with personalized strategies that fit your lifestyle.
Whether you need advice or full-service support, we’ll uncover opportunities, optimize your finances, and build a plan that works for today and tomorrow.
One-Time Planning
$4,000 for Couples
+ $1,000 for Business Owners & Equity Compensation
Perfect for families who want all the details but feel comfortable implementing on their own.
Comprehensive Wealth Management
Perfect for anyone who wants a financial plan that evolves as their life does.
Tailored for those who want their financial decisions implemented correctly, not just recommended.
Our Services
NoDa Wealth Management offers tailored financial planning and investment management services to help busy professionals simplify their finances.
From optimizing cash flow and managing equity compensation to strategic tax planning and estate guidance, our comprehensive approach is designed to reduce financial stress and support your long-term goals.
Financial Planning
- Cash Flow and Reverse Budgeting
- Net Worth Analysis
- Investment Planning
- Insurance Planning
- Tax Planning
- Estate Planning
- Debt Analysis
- Equity Compensation Analysis (RSUs, ISOs, NQSOs, etc.)
- Education Planning
- Charitable Gifting Strategies
Investment Management
- Risk Analysis
- Evidenced-Based Investing
- Rebalancing
- Tax Loss Harvesting
- Asset Location
Take the First Step - For Free
Feeling overwhelmed? Let’s simplify things! Schedule your Free Assessment for an easy, 20-minute chat to help you tackle life’s transitions.
Enjoy a hassle-free conversation that puts your needs front and center!
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