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Our Approach

Building the Story Thats Right For you.

Our approach is systematic, transparent, and designed to minimize conflicts of interest.  It’s always centered on your story - focused on creating the financial freedom required to live on your terms.

From Conversation to Clarity <br/>- How We Build Your Plan<br/>

From Conversation to Clarity
- How We Build Your Plan

1. The Honest Conversation

Before we look at any numbers, we’re going to ask for your story - your journey to this point, your family, your activities and what you’re actually trying to achieve.  Just a simple conversation to see if our values align.

2. Build the Foundation 

Over the first few months we help sort through the noise and simplify your situation until you have a clear picture of exactly where you stand today.

3. Mastering the Controllables

We then build your plan around the simple, consistent actions we can actually control. If we own the habits, the desired results will follow.  

4. Living the Plan

Living the plan means having the humility to evolve from strategy to reality. We adjust our methods and adapt to new challenges.

5. Growth Into the Next Chapter

As you enter new chapters, we meet regularly to make sure your wealth continues to reflect your purpose and your family’s unique story.

Your Story, Your Terms: The Ways We Work Together

The Engaged Partnership

The Engaged Partnership moves the focus from a static, one-time plan to a continuous conversation. It is a service built on the understanding that life is messy and unpredictable, requiring a relationship that is as flexible as it is disciplined. By focusing on the simple, consistent actions you can actually control, we ensure your financial strategy stays in sync with your family’s evolving journey.

How We Stay Engaged

Phase 1:  Building the Financial Foundation

  • Understand your values and what you’re trying to achieve and gain a clear picture of where you stand today

  • Outline and build your strategy around a few simple and consistent action steps across all planning areas.

  • Phase 1 usually takes 3 - 5 meetings over the course of 6 to 12 months, depending on complexity.

Phase 2:  Living the Plan

  • Once the foundation is set, we move into an ongoing relationship.  We meet three times a year to ensure your plan continues to evolve alongside your reality.

  • Each meeting builds on the last, allowing us to systematically touch on every critical planning topic throughout each year.

  • As life happens, we are available for additional meetings as needed, and we are always available via phone, email, and text.

Engaged Partnership Fees

  • Married Couples and Shared Life Partnerships - $3,900 annually or $325 per month

  • Single, Divorced or Widowed Individuals - $3,000 annually or $250 per month

  • Early Career Individuals - (age 26 & Under) - $1,800 annually or $150 per month

The Hourly Consult

This is a more flexible ongoing service, designed for those in need of a second opinion or decision specific guidance.  It’s a straightforward, fee-for-time engagement.

  • Common hourly topics include a portfolio second opinion, a tax plan checkup, tax-loss harvesting, analyzing the impact of major purchases, career pivots and legacy questions.

  • These engagements are client-driven.  You control the narrative and we act as your on-demand strategic partner.

  • Hourly fees will be billed at a rate of $325 per hour, invoiced on a monthly basis as services are provided.


The Focused Plan

The Focused Plan

Not every financial challenge requires a lifelong partnership.  Sometimes, you just need a clear map for a specific journey.  Our Focused Planning service provides the same integrity and values approach, but delivered in a concentrated format to solve a specific need.  This is a fixed-fee engagement designed to tackle a major life milestone.  We go deep into one specific area of your life to give you a ready-to-implement strategy.  

  • Common projects include a detailed cash flow analysis, a retirement readiness audit, a comprehensive philanthropic strategy, windfall planning, detailed reviews of insurance and annuity products, or business exit planning.

  • Project-based engagements typically last 60 - 90 days.

  • At the outcome of the project, you will be provided with a detailed plan of action that you can implement on your own with no obligation for ongoing engagement.

  • After our initial conversation and an understanding of the project’s scope, a fixed-fee quote will be provided and agreed upon before any work begins.

[ Contact Us ]Let's Start Building Together

Financial planning works best when it starts with an honest conversation about where you are and where you want to go. Reach out today to schedule a no-obligation meeting and see if we're the right fit for what you need.

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