Real planning. Real clarity. Real confidence.
Our process is designed for people like you—smart, successful, and cautious—who want a clear, personalized financial plan that makes sense for your life, your family, and your future.
Whether you’re juggling multiple income sources, navigating an inheritance, or nearing retirement with a sense of uncertainty, we’ll meet you right where you are—and help you move forward with confidence.
Financial stress doesn’t have to be your normal. You deserve clarity, control, and a clear plan that adapts as life changes.
Our 3-Step Planning Process
A clear path, with you at the center.
STEP 1
Meet + Discover
“Just bring your story—we’ll listen.”
We start with a relaxed, pressure-free meeting where you bring the agenda and share what’s going on in your life. Initial meeting preparation generally takes 10 minutes of your time, but really all you need to bring is just yourself and your questions. We’ll listen, ask thoughtful questions, and get a sense of how we can help. Whether we work together moving forward or not, you’ll either leave with confirmation that what you are doing is working or with actionable items to make your situation even better. This is where trust begins.
STEP 2
Plan + Organize
“You’re not alone anymore—we’ve got this.”
Once you’re ready to move forward, we do a deeper dive into your financial situation and request the information we need to build a plan that reflects your values and goals. We design an easy to follow roadmap, from tax strategies and investment structure to income planning and estate considerations – all customized to your situation.
STEP 3
Implement and Support
“We’ll walk with you every step of the way.”
This isn’t one-and-done. We’re here for the long haul—ready to adapt your plan as your life evolves, markets shift, tax laws change or opportunities arise. As you are out living your life, you’ll have peace of mind that we are always paying attention and have your best interest in mind – always.
Let’s Get Started
Your financial life doesn’t have to feel overwhelming.
You deserve a plan—and a partner—you can count on.
Not Quite Ready to Meet?
That’s okay—start by exploring a bit more.
Check out the FAQs below or sign up for one of our education seminars to get to know us
FREQUENTLY ASKED QUESTIONS
Honest answers to real questions
Are you a fiduciary?
Yes. We’re a fee-only fiduciary firm, which means we are legally and ethically obligated to act in your best interest—always.
What does the first meeting look like?
It’s a casual, no-pressure conversation. You don’t need to bring anything—just be yourself. We’ll talk through your current situation and what you’re hoping to achieve, and we’ll answer any questions you have.
What services are included with your fee?
Our services are comprehensive and personalized. That includes financial planning, investment management, tax strategy, and estate coordination. We’ll clearly outline what’s included before you commit to anything.
Do I need to transfer my accounts?
Yes—when you become a full-service client, we’ll help you establish accounts at Charles Schwab and prepare all the paperwork required. You gain control by consolidating to a single financial entity and a single login will show your entire portfolio. We’ll finally address that old $5,000 401(k) from your job 10 years ago – and just like organizing your junk drawer, you’ll feel relief and accomplishment.
What if I’m not ready to commit?
No problem. If you just want to get to know us, attending one of our financial education workshops is a great way to start.
How often will we meet?
Most clients meet with us 2–3 times a year, but we’re always available when life throws you a curveball or you need a quick check-in. You’ll never feel like you’re on your own.