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Nathan Kangpan
Kangpan & Co.
Annual fee range: One-Time Plans Start at $999, Ongoing Wealth Management Starts at $599/mo
Kids, career, and peak complexity? For $999, get a one-time financial plan plus portfolio and tax review. I call it the 360 Tune-Up and it helps busy families quickly gain clarity and control over their finances. In just three collaborative sessions we'll pull together a:
- Financial Plan: get a clear strategy across your retirement, education, life insurance, and other goals
- Portfolio Review: benchmark your portfolio's performance against common metrics and uncover opportunities to reduce fees and tax drag
- Tax Optimization Strategy: reduce your tax burden through a structured deduction and credit review plus a tax-optimized contribution strategy aligned to your long-term goals
You'll get a detailed 5-7 page plan that clearly summarizes all the key findings and recommendations giving you everything you need to implement the plan yourself.
And if you want to keep working together, my comprehensive ongoing services start at just $599/mo and include:
- A dedicated advisor that you can call or email any time
- Ongoing financial planning
- A proactive year-round service calendar
- Tax-efficient investment management
More About Me
Hi! I'm Nathan. I specialize in helping mid-career professionals navigate the money, career, and family tradeoffs that come with this stage of life.
As a 40-year-old father of two, I understand the challenges of raising a family while balancing career obligations. Weighing the many tough choices that come with living a good life today and saving for the future.
I also spent nearly two decades in corporate senior roles leading engineering, product, and data science teams before becoming a financial advisor. I know what tough career decisions look like financially and emotionally.