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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
1

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
2

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?
3

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?
4

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:

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Delegators

who want to entrust their financial planning and investment management to an expert so they can focus on what matters most to them

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Diligent savers

who have accumulated $1,000,000 or more in investment assets (excluding real estate)

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Corporate executives and professionals

with stock compensation who want to simplify their complex financial lives

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Pre-retirees and retirees

who need to transition from wealth accumulation to creating sustainable retirement income