Wherever You Are, We’ll Meet You There.
A Process Designed for Real Life
Understand What Matters Most
We start with where you are, what you’re working toward, and what’s competing for your attention. We’ll explore what you want your money to make possible, where you feel uncertain, what decisions are ahead, and what financial security looks like for you.
Understand the Numbers
We look at your income, spending, savings, investments, taxes, benefits, equity compensation, family, and everything you’ve built—or are still imagining. By looking at it all together, you can see where you stand and what choices are available to you.
Focus on What Matters Now
We don’t believe every financial possibility needs to become a planning project. We focus on the decisions that matter most right now, help you understand the tradeoffs, and create a clear path forward. The planning changes because your life does.
One Time Plans
Build thoughtfully from the beginning.
One Time Plans is for people who want to make thoughtful decisions early—so those decisions have time to compound. After the planning project, you should understand where you stand, what matters most, and what to do next. You don’t need to keep paying for comprehensive planning if you don’t need it. And if questions come up, you can you can schedule time for advice when you need it.
If you’d like us to manage your investments, that relationship can continue independently.
We work together over approximately three months to understand where you are, where you’re headed, and which decisions can have the greatest impact over time.
Rather than creating a plan you’ll never look at again, we focus on the questions that matter and give you a framework you can continue using as life evolves.
Pricing and Planning
Planning: $6,500–$12,000
Investment Management: 0.75% annually on the first $2M; 0.25% above $2M
Hourly financial advice and tax preparation are also available as needed.
Ongoing Financial Care
Navigate complexity with confidence.
Pricing and Planning
Onboarding: $3,500
Ongoing planning: $600–$1,666.67/month
Investment* management: 0.50% annually on the first $2M; 0.25% above $2M
Tax preparation*: $675+
You can also use us for tax return preparation. By handling both, we can better coordinate your strategies and help minimize surprises at tax time.
At $5M, the relationship changes. When we manage $5 million or more in investment assets for your family, investment management includes comprehensive financial planning and individual tax preparation.
No additional monthly planning fee. No separate tax preparation fee.
At that level, we believe we’re being paid enough to take care of the whole picture.
Our Best Financial Planning includes Investment Management
- A long-term focus is most likely to bring you lasting success. Keeping your goals and values in mind allows you to further build wealth over time.
- Asset allocation is the single most important factor to determine your long-term success. Your best option is to take market gains and allow your investments to compound over many years.
- Managing the risks you take is our most important job. We strive to reduce risk and maximize value through our investment philosophy.
- Managing your emotions is your most important job. Many behavioral biases come up in the rollercoaster of investing and being aware of them is important.
- Patience pays – time reduces risk.
Unsure Where to Start?
The goal isn’t to sell you more financial planning. It’s to provide the right advice to make a meaningful difference in your life.
Unsure Where to Start?
That’s okay. Your financial life may be growing, becoming more complex, or even getting simpler.
These aren’t rigid boxes. We’ll first understand what your financial life actually requires, then recommend the right level of support. If focused planning is enough, we’ll tell you. If ongoing care would meaningfully improve your decisions, we’ll explain why.
The goal isn’t to sell you more financial planning. It’s to provide the right advice to make a meaningful difference in your life.
You can expect us to....
Our goal is to provide thoughtful tax, investment, and financial planning that makes your life easier. We’ll meet throughout the year and stay engaged behind the scenes—monitoring your finances, taxes, investments, and company stock, and reaching out when something deserves your attention. And when life happens, we’re here. We work with clients we genuinely enjoy and are excited to support along the way.
How We Work Together
Our work together is a partnership. We ask that you stay engaged, share your thoughts openly, and bring questions or concerns to us—nothing is too small. Timely advice requires timely information, so when we reach out for updates or documents, please let us know when you’ll have time to respond. We meet by video and communicate primarily by email between meetings.
Feel like you haven't found your answer?
We think of it as “I know I should eat broccoli and workout every day, but that cookie and Netflix look so good!” It’s not about knowing, it’s about feeling like the path forward is doable…and exciting!
We work with you to streamline finances, and dive deep when needed, to ensure you get to spend your time on what you care about most. We will implement an investment strategy, create a tax plan for your stock options, and wrap it up with a tax projection to make sure there are no surprises. Then, we keep talking through big money decisions and questions that pop up in your financial journey.