A customized plan to guide you every step of the way.
You'll experience an attentive, hands-on service designed to address where you are. Life doesn’t stand still and neither should your financial plan.
Our clients enjoy receiving guidance throughout the year, which is why we’ll partner with you all year to manage cash-flow, minimize risk and taxes, and grow assets.
Cash Flow & Budgeting
Are you spending less than you earn and able to set money aside for your goals?
How can you shift around your expenses so you can fund the things that matter most?
Tax Planning & Employee Benefits
How can you keep more of what you earn and minimize unnecessary taxes?
Equity & Stock Compensation
Understanding your equity compensation and maximizing your holdings to meet your goals
How quickly can you become debt-free?
Which debts to pay-off, refinance, or de-prioritize?
Investments & Retirement Planning
Should you be investing now, in what assets, and how much?
Does your investment strategy match your goals, time-frame, and risk tolerance?
Should you be investing in real estate, what kind, and how to evaluate a property?
Risk Management (Protection)
Are you and your assets adequately protected against negative events?
Do you have a plan for when you are unable to make decisions for yourself or loved ones?
How do you prevent your loved ones from inheriting a financial mess while grieving?
Do you have a plan for your digital footprint and online assets?
Career & Business Choices
Are you maximizing all of the skills and resources that you have?
What can you do to get more out of your work life?
Our Comprehensive Planning Process
pre-meeting questionnaire prior to this video call.
On-Boarding & setup
- Schedule Our 1st Planning Meeting
- Complete Data-Gathering Actions
- Get organized Meeting (Optional)
Goals & cash flow
Overview of your current financial picture, your
net-worth, align your goals, and proposed cash-flow plan. We'll leave this meeting knowing exactly what we want to accomplish in the next 12 months.
Cash Flow Implementation
We'll make any remaining tweaks to your cashflow plan and then set up the automation. New accounts will be established as-needed.
We'll go over stock market investing, discuss your risk tolerance, and your specific investment strategy. We'll establish your investment account and recurring contributions.
We'll review the risks to your financial goals and
kick-off the process to fill any gaps.
Areas addressed: life, disability, property (home, renters, car)
Special topics (optional)
- Real Estate Investing
- Stock Options/Compensation
- Starting a Business
- Major Purchase
- Career Change
- Alternative Investing
Review estate-planning goals & discuss gaps. Decide which attorney you'd like to work with from referred list. We'll kick-off the process of getting your documents prepared.
We’ll do all the relevant meetings to advice, coach, and help you implement each chosen strategy. For every hour we spend meeting with you, there’s typically 2 to 4 hours of additional behind-the-scenes support around each topic.
A meeting will kick-off a particular topic, then we’ll continue to work together via email and phone to implement the recommendations in each area.
Bi-Annual meetings or check-ins begin after the initial planning phase.
See annual service calendar for reference.
On-Going Service Calendar:
Pay one annual fee for planning and investments.
Fees are paid monthly or quarterly via ACH depending on your preference. Clients with sufficient assets can elect to have their advisory fees billed from their portfolio.
A one-time set-up fee applies for new clients.
Starts at $750/month (Annual Program, Pay Monthly)
Starts at $1500/month (Annual Program, Pay Monthly)
Investable Assets $1M+
Request Custom Quote
Who are our clients?
Our typical business-owner clients manage small businesses (25 or fewer employees) who have between $500k to $15M in revenue. Many clients are female breadwinners, 1st generation high-earners, or 1st generation professionals. They may earn more or have more money than their immediate friends and family, or are the first to attain a certain level of education or professional success.