Our Process

A Plan Built Around Your Life

We don’t just focus on your investments, we look at your entire financial life. By utilizing the best technology, your plan is built to evolve with you. It’s rooted in your goals, values, and the real-life decisions you make every day.

This isn’t a one-time spreadsheet. It’s a dynamic, ongoing relationship designed to grow with you as your life and wealth change.

You’ll never wonder, “Am I still on track?”, because we’re here year-round, not just for annual meetings. As your life evolves, your plan does too.

  • We start with the why behind your money.

    • Short and long-term goals

    • Life milestones (marriage, kids, home purchase)

    • Prioritizing what matters most

    • Tradeoffs & timing decisions

  • We help you understand where your money’s going and how to optimize it for your lifestyle.

    • Income vs. expenses

    • Savings targets

    • Debt payoff (student loans, credit cards, etc.)

    • Automating good habits

  • We design investment strategies that are diversified, tax-aware, and goal-driven.

    • Asset allocation

    • ETFs & Direct Indexing where appropriate

    • Aligning investments to your goals

  • Proactive tax planning helps you keep more of what you earn, especially as income rises or equity vests.

    • Tax loss harvesting

    • Tax liability projections

    • Annual tax review (in partnership with your CPA, if you have one)

  • Having the right documents in place protects your loved ones and makes sure your wishes are honored. We’ll guide you through the process and connect you with legal help if needed.

    • Wills, trust, power of attorney, and healthcare directives

    • Beneficiary designations

    • Legacy planning

  • Insurance isn’t exciting, but it’s essential. We evaluate what protection you already have and what you actually need.

    • Life, disability, and umbrella insurance

    • Employer benefits and gaps

    • Risk exposure review

Pricing

Simple. Transparent. No Hidden Fees.

Great financial advice should come with clarity, not confusion. That’s why we use a straightforward pricing model that reflects the value of both investment management and ongoing planning.

Investment Management

Assets up to $10,000,000: 1%

$10,000,001 and above: 0.5%

This is a blended annual fee, charged monthly, and based on the assets that we are managing

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Financial Planning

$100 - $500/per month depending on complexity

This fee is waived if your accounts with us total over $500k in value

Let’s Build Something Together

If you’re looking for a financial partner who’s in it with you for the long haul, let’s talk.