Financial Planning & Investment Management

Today’s investor looks different

How we work with clients is different

Fiduciary duty - we have a legal obligation to put the client first
Fee-only - we are paid by our clients and only our clients
Conflict free - we receive no commissions or referral fees
Holistic - we look at the big picture (cash flow, investments, taxes, insurance, real estate, estate planning)

Services

ongoing comprehensive financial planning with investment management

annual comprehensive financial planning engagements without investment management

tax planning, coordination and filing

financial planning for specific life events, designed to be limited in scope and cost effective

Those who earn well above the median household income in their area (usually over $150k if single, $300k if married).

Those who receive ISOs and RSUs (usually tech or startup related)

Yes! We have plenty of experience building tax efficient retirement income plans. Being a virtual firm, we found that some retirees found it difficult to communicate with us since we schedule all of our meetings with an online calendar and rarely hold in person meetings that they might be accustomed to.
Yes, we work with almost all of our clients on a virtual basis. We currently serve about 100 households across 18 different states.
We do not have a minimum income or asset level, however we do have a minimum annual fee (currently $2,400 annually). During our Introductory Call, we take the time to learn more about you and how we might be able to help. If we feel that there is enough value to mutually benefit one another, we discuss next steps.