What’s In Your Plan?


We take a comprehensive approach and financial plans are customized for every client.

Depending on your needs, your plan could include:

 

Investment Portfolio

We analyze your existing portfolio, make tax-aware recommendations and manage over time.

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Equity Compensation

We’ll consider concentration risk, taxes and how your vesting schedule fits in with your financial goals.

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Real Estate Scenarios

Is this the time to make your move?

How do real estate changes affect your other lifestyle goals?

 
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Cash Flow Analysis

Awareness of what it costs to “run your life” is crucial to develop accurate projections and actionable plans.

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Retirement Plan

Prepare for the next stage of your life with an objective review of your retirement outlook and a plan to help you get (or stay) on track.

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Insurance Review

We don’t sell insurance but review your coverage, assess needs and connect you with trusted referrals as needed.

 
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Tax Planning

Understand the tax implications of your decisions and help prevent “surprises” at tax time.

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Estate Planning

Protect your loved ones and ensure that your wishes are documented.

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Business Owner Needs

Implement a retirement plan for you and your employees and build enterprise value over time.

Our Process

 

Discovery

  • A deep-dive meeting which includes a mind-map of your financial life.

  • Establishment of the “financial facts”. Where are you now and where do you want to go?

  • Assessment tools to understand your financial behaviors and tolerance for investment risk.

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Solutions

  • Financial plan includes review of current position and action plan to optimize investments, minimize taxes, and build wealth over time.

  • Prioritization of key or time-sensitive issues.

  • Follow up to ensure completion of back-burner issues.

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Support

  • Annual review of portfolio and progress on goals.

  • Periodic investment portfolio rebalancing.

  • Access to our network of professionals.

  • 24/7 access to online financial portal.

  • Email and check-in meetings as needed … we want to hear from you!

Our Compensation

We are fee-only financial planners, which means we cannot receive commissions and do not sell financial products. We offer a few options:

 
 

Asset-based Fee

This is billed as a percentage of the investments under our management and is deducted directly from your account(s). (Minimum annual fee applies)

 

Advice-only Fee
This is a flat fee for a comprehensive plan or specific project. Ongoing investment management is excluded from the plan. (Ranges from: $6,000 – 12,000, based on complexity)

 

We can provide a customized proposal after getting to know you better.
Schedule a free Introductions Call.