No Matter Which Service You Choose …
Our Solutions
Are Tailored
to Meet
Your Personal Needs.
Our Meetings
Are Free From
Any Pushy
Sales Tactics.
Our Fees
Are Fixed,
Transparent,
And Clear.
Our Commitment
Is Your
Best Interest,
Always!
Our Priority
Is Your Long-Term
Financial Clarity
and Well-being.
Dana Consult (Hourly Consultation)
On-Demand Consultation: Just What You Need—When You Need It.
Dana Consult is our flexible, pay-as-you-go consultation service—perfect for those who want expert financial advice without the commitment. Whether you're planning for retirement, exploring tax-saving strategies, or need a second opinion on your investments, we’re here to help with clear, actionable guidance.
Ideal for self-directed individuals, DIY investors, or anyone with targeted questions, this service gives you access to professional insights on your terms. No ongoing fees. No long-term contracts. Just straightforward advice that puts you in control—Whether it’s planning for retirement, evaluating tax-saving opportunities, or seeking a second opinion on investment strategies.
Dana Coach (Ongoing Support Any Time & Any Where)
Your Trusted Financial Partner: Always Within Reach.
Dana Coach is our ongoing coaching service designed for those who want consistent, personalized financial support. With a simple monthly subscription, you get direct access to your coach anytime—no waiting, no hassle—ready to guide you through your financial journey.
This service is perfect for anyone looking to build confidence, stay accountable, and make smarter financial decisions through every life stage and market condition. You’ll also receive our exclusive Persian-language newsletter, packed with insights on everything about personal financial planning, from tax planning to retirement prep.
With Dana Coach, you’re never navigating your financial future alone—we’re with you every step of the way.
Dana Plan(Comprehensive/Project-Based Financial Planning)
The Full Picture, All in One Place: A Personalized Roadmap that Covers It All.
Dana Plan is our signature holistic or project-based financial planning service—designed to align your money with your life. From daily cash flow to investments, retirement, taxes, and estate planning, we help you see the big picture and build a plan around your goals.
We don’t just hand you a plan and walk away. With flexible reviews—quarterly, semi-annual, or annual—we help you stay on track and adapt as life changes. Pricing depends on the scope, whether comprehensive or focused. Review services are only available to clients who’ve already completed a full Dana Plan, ensuring clarity, continuity, and long-term guidance.
Dana Consult
Topics Covered
Debt Payoff Plan
Cash Flow Planning
Credit Card Strategy
Specific Savings Goals
Savings Rate Targets
Automating Spending/Saving
Retirement Account Review
Insurance Review
Investment Review
Company Benefit Review
Equity Compensation Review
Basic Estate Planning Review
Meetings Structure
One-Time
Free 30-min consultation
60-min Meeting
30-min Follow-up Call
Check-Ins
One-Time
Waiting Period
2-3 Weeks
Payment Structure
Ont-Time Fee: $350
Two Installments
Dana Coach
Topics Covered
All included in Dana Consult
+
Life Planning
College Savings
Retirement Strategy
Social Security Review
Tax-Advantage Investing
Tax-Efficient Optimization
All Account Asset Allocation
Retirement Income Planning
Estate Planning
Insurance Planning
Meetings Structure
Ongoing
Free 30-min consultation
120-min On-Demand Meeting
120-min Follow-up Call
Weekly Newsletter
Weekly Videos
Check-Ins
Ongoing as Needed
Waiting Period
2-3 Days
Payment Structure
Subscription Fee: $250/Month
Cancel Anytime
Dana Plan
We Are Not Accepting Clients for This Service
Topics Covered
All included in Dana Coach
+
Medicare/Medicaid Planning
Social Security Optimization
Any Advanced Topics
Meeting Structure
Free 30-min consultation
600-min Zoom Meeting
60-min Follow-Up Phone Call
Optional Periodic Review
Check-Ins
Ongoing as Needed
Waiting Period
2-3 Months
Payment Structure
One-Time Fee: $3,500 - $6,000
based on complexity
Mutiple Instalments
The Dana Plan fee is determined by the complexity of your financial situation, such as your marital status, equity compensation, and other factors.
We encourage our clients to commit to at least one year of ongoing support, including the first annual review. However, many clients choose to stay with us for much longer.
Optional periodic reviews for the Dana Plan are available for an annual fee ranging from $1,500 to $2,500, depending on the scope of the initial plan.
Download a PDF File of Our Service Options and Pricing
