Our plans are simple, clear, and exactly what you need.

What You Get
Base Plan Crown Jewel Flagship Co‑Pilot Foundations Launch
Scope of Plan Comprehensive + Concierge Comprehensive + Outsourced Scope-Driven Scope-Driven Module-Based
Implementation Method We execute or coordinate with pros We assist & partially execute Shared tasks (we advise, you do some) We provide plan, you run it Minimal guidance, mostly self-managed
Outside Professionals Full quarterbacking (CPA, attorney, etc.) Analyze then refer Referral if needed Referral if needed Resource list only
Investment Authority Discretionary Discretionary Discretionary Discretionary Discretionary
Performance Reporting Client preference (mobile app, portal or PDF) Client preference Choice of portal or PDF Tamarac portal Mobile App only
Tax Prep Support Yes (CPA/firm) Yes (CPA/firm) Yes (DIY or external) Case-by-case (DIY) None
Tax Return Reviews Yes Yes Yes Add-on Add-on
Estimated Tax Payments Calculate + remind Calculate + remind Prior-year safe harbor Reminders only None

Scope of Service
Base Plan Crown Jewel Flagship Co‑Pilot Foundations Launch
Service Level White-glove or delegated Hands-on with partial delegation Shared tasks + accountability checks We give tasks, you handle them Self-managed with minimal check-ins
Financial Advice Lead Planner + Team Lead Planner + Associate Lead Planner Financial Planner Resident in Financial Planning
Implementation Team Dedicated Lead Dedicated Associate Centralized pool Centralized pool Centralized pool
Special Requests Included Included Included Limited Not included
Account Opening White-glove White-glove Digital Tools Only Digital Tools Only DIY or Digital
Document Requests (Statements, Tax) Same day 2 Business Days 3 Business Days 5 Business Days Not included
Issue Resolution Priority (Same day) Priority (Same day) Same day – 24 hr Same day – 24 hr 2-5 Business Days

Delivery
Base Plan Crown Jewel Flagship Co‑Pilot Foundations Launch
Meetings (Per Year) 4 3 2.5 2 1
Proactive Scheduling Yes Yes Yes Yes No
Format Virtual or In-Person Virtual or In-Person Virtual or In-Person Virtual Virtual
Proactive Check-Ins 12 10 8 6 4
Email Response Time Same day Same day 24 hrs 24 hrs 24 hrs
Education (OLIO Academy) Yes Yes Yes Yes Yes

Included Topics
Base Plan Crown Jewel Flagship Co‑Pilot Foundations Launch
Goal Setting check check check check check
Cash Flow Planning check check check check check
Insurance Planning check check check check check
Investment Management check check check check check
Retirement Planning check check check check check
Tax Planning check check check check check
Estate Planning check check check check check

Included Add‑Ons
Base Plan Crown Jewel Flagship Co‑Pilot Foundations Launch
Disability Insurance check check check check check
Property & Casualty Insurance check check check check check
Life Insurance check check check check check
Long-Term Care Insurance check check check
Charitable Giving check check check
Education Funding check check check
Employee Benefits check check check
Employer Stock Plans check check
Executive Compensations check check
Real Estate check check
Team Showcase

Meet Our Team

John Doe
John Doe
CEO
John leads our company with over 20 years of experience in leadership and innovation.
Jane Smith
Jane Smith
CTO
Jane is the tech genius behind our products, driving creativity and technical excellence.
Mike Johnson
Mike Johnson
Design Lead
Mike brings our visual concepts to life, ensuring a seamless and engaging user experience.
Plan Calculator with Add‑Ons

Plan Calculator

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