Services
Here’s a little more about what we do and who we do it for.
Who We Serve
Careers + Kids
- How much should I save for my child’s education?
- How much do I need to save to buy a house or how much house can I afford?
- How to understand my equity compensation?
- Should I take my bonus in cash, RSUs, or Stock Options?
- Should I make pre-tax or Roth contributions to my retirement account?
- How much should I have set aside in an emergency account?
- How do I build wealth?
- How can I reduce taxes?
Retirement Preppers
- How much do I need to save for retirement?
- Can I retire before age 65?
- Am I eligible for Social Security?
- Can I afford a new home in retirement?
Commas For Businesses
We understand the unique challenges faced by small businesses and nonprofit organizations. Through our 401(k) and 403(b) offerings, we aim to solve the common problems often associated with managing these plans. Additionally, interested larger corporations can partner with Commas to provide our financial planning and investment management services to employees with a cost-sharing arrangement designed by the company.
What We Do
Financial Planning
- Retirement Projections
- Education Funding
- Employee Benefit Selections
- Social Security Benefit Planning
- Diversifying Concentrated Positions
- Equity Compensation Planning
- Tax Strategies
- Insurance & Disability Review
- Beneficiary & Estate Planning Discussion
Investment Management
- Evidence-Based Investment Philosophy
- Tax-Efficient and Low-Cost Portfolios
- Tax-Loss Harvesting Strategies
Pricing
$65/month plus
0.80 % per year*
*If your investment portfolio with Commas is over $1M, we waive the $65/month planning fee