4 Steps To Get Started
See our value with a no-cost financial assessment before you commit or make any obligation.
Discovery Consultation
We begin with a focused 30-minute virtual meeting to get to know you and determine if we’re a good fit for your needs. This helps us understand your goals, concerns, and what makes you unique.
If we aren't the right fit for your specific needs, we're happy to introduce you to another firm better suited to help you.
During this no-obligation consultation:
- We'll discuss what prompted you to reach out
- You’ll share your current challenges & priorities
- We'll explain our approach and answer your questions about our firm
- Together, we'll determine if it makes sense to move forward
Custom Strategic Assessment
If we both agree to proceed after the Discovery Consultation, we'll prepare a complimentary Financial Assessment tailored to your situation. This assessment demonstrates exactly how our firm can help improve your finances.
For executives, this includes detailed equity compensation analysis, tax projection scenarios, and retirement modeling based on your compensation structure.
For pre-retirees, this includes detailed income projection scenarios, tax-efficient withdrawal strategies, and comprehensive retirement modeling.
Unlike many firms that provide generic recommendations, our assessment shows you specific, actionable strategies with projected dollar-value impact.
Based on the information you provide, we'll analyze your current financial picture and answer three critical questions:
- Are you on track to reach your long-term goals?
- How can your tax bill be reduced?
- How can your investments be improved?
Decision & Planning
Take time to evaluate our recommendations and get answers to any follow-up questions. We believe in informed decisions. You'll see exactly how we can add value before making any commitment.
We never rush this decision process. We want you to feel completely confident in your choice to work with us.
We encourage you to consider:
- Do you connect with our team and approach?
- Will the benefits we provide exceed our cost?
- Do you understand and agree with our investment philosophy?
- Do our recommendations make sense for your situation?
implementation & optimization
Delegate your wealth management to our systematic planning process. Feel confident knowing you have a dedicated team that truly understands your situation and will proactively optimize every aspect of your financial life.
During our implementation meeting, we will:
- Review and sign our Advisory Agreement
- Complete necessary paperwork and account transfers
- Engage in a deeper goal-setting exercise
- Outline what to expect from our ongoing relationship
- Explain how our systematic annual planning process works
- Address any remaining questions or concerns
Discovery Consultation
We begin with a focused 30-minute virtual meeting to get to know you and determine if we’re a good fit for your needs. This helps us understand your goals, concerns, and what makes you unique.
If we aren't the right fit for your specific needs, we're happy to introduce you to another firm better suited to help you.
During this no-obligation consultation:
- We'll discuss what prompted you to reach out
- You’ll share your current challenges & priorities
- We'll explain our approach and answer your questions about our firm
- Together, we'll determine if it makes sense to move forward
Custom Strategic Assessment
If we both agree to proceed after the Discovery Consultation, we'll prepare a complimentary Financial Assessment tailored to your situation. This assessment demonstrates exactly how our firm can help improve your finances.
For executives, this includes detailed equity compensation analysis, tax projection scenarios, and retirement modeling based on your compensation structure.
For pre-retirees, this includes detailed income projection scenarios, tax-efficient withdrawal strategies, and comprehensive retirement modeling.
Unlike many firms that provide generic recommendations, our assessment shows you specific, actionable strategies with projected dollar-value impact.
Based on the information you provide, we'll analyze your current financial picture and answer three critical questions:
- Are you on track to reach your long-term goals?
- How can your tax bill be reduced?
- How can your investments be improved?
Decision & Planning
Take time to evaluate our recommendations and get answers to any follow-up questions. We believe in informed decisions. You'll see exactly how we can add value before making any commitment.
We never rush this decision process. We want you to feel completely confident in your choice to work with us.
We encourage you to consider:
- Do you connect with our team and approach?
- Will the benefits we provide exceed our cost?
- Do you understand and agree with our investment philosophy?
- Do our recommendations make sense for your situation?
implementation & optimization
Delegate your wealth management to our systematic planning process. Feel confident knowing you have a dedicated team that truly understands your situation and will proactively optimize every aspect of your financial life.
During our implementation meeting, we will:
- Review and sign our Advisory Agreement
- Complete necessary paperwork and account transfers
- Engage in a deeper goal-setting exercise
- Outline what to expect from our ongoing relationship
- Explain how our systematic annual planning process works
- Address any remaining questions or concerns
What Makes A Good Fit?
We deliver the greatest value when we focus on situations that require our expertise. Our typical clients are:
Delegators
who want to entrust their financial planning and investment management to an expert so they can focus on what matters most to them
Diligent savers
who have accumulated $750,000 or more in investment assets (excluding real estate)
Corporate executives and professionals
with stock compensation who want to simplify their complex financial lives
Pre-retirees and retirees
who need to transition from wealth accumulation to creating sustainable retirement income
HOW WE CHARGE (AND WHAT YOU GET FOR IT)
What are your fees and how do you charge?
We keep our fees simple and well below industry norms. We charge a transparent, tiered annual fee based on the assets we manage, starting at 1% for the first $2 million and decreasing as your assets grow. We don't get paid through commissions, kickbacks, or other undisclosed revenue sources. There's no additional charge for the comprehensive tax planning, estate planning guidance, or equity compensation analysis we provide. Billing is done quarterly in advance.
- First $2,000,000 at 1.00%
- $2,000,000 to $5,000,000 at 0.75%
- $5,000,000 to $10,000,000 at 0.50%
- Over $10,000,000 at 0.25%
Currently, we are a best fit for diligent savers with $750,000 or more in investments or pre-retirees/retirees with $1.5 million or greater in investments.
What do I get for this fee?
Studies show that a proactive tax-focused financial planner like us can potentially grow your wealth faster than an individual on their own. Where this comes from is different for everyone, but typically includes tax savings, better diversification and being more proactive about savings opportunities. We can show you in dollars and cents how this applies to you in your assessment meeting.
Our systematic planning process and comprehensive expertise means you don't have to become a financial expert on top of everything else. We provide both measurable benefits (like helping you lower your taxes) and invaluable clarity, helping you make confident decisions about your financial life. You're investing in expert guidance, and the peace of mind that comes from knowing nothing falls through the cracks.