I think this would be almost the least-applicable case for Planvision and I'd never suggest it for the OP's situation. The OP should look for some kind of relationship that can expand in functionality if/when that becomes necessary.You may want to consider reaching out to Mark Zoril - PlanVision.
https://planvisionmn.com/
Below is a link to a recently active thread about him and his company. Cost is $299 first year and then $8 month after the first year. I’m not suggesting they will meet all your needs but Mark and his team are well regarded by many on this forum and in the broader Boglehead community.
viewtopic.php?t=370521
I started with them a little over a year ago and I’m quite happy with the service he provides and level of support. He will meet with you as often as necessary - within reason. He has a couple folks with expertise in accounting, tax, etc. that he may bring into the discussion if he thinks it makes sense for a given situation.
+1
Statistics: Posted by PeninsulaPerson — Tue Apr 30, 2024 6:12 am — Replies 8 — Views 955