Wealth planning
A plan you can read in an evening and use for a decade: cash flow, goals, insurance, education and retirement in one document.
Everything in the engagement,written down.
A written plan, renewed every year
Cash flow and savings targets by month
Insurance and risk review
Education and family goals
Two review meetings a year
Is this for you?
One written plan for saving, spending, investing and giving, updated every year.
From first callto a written plan.
Discover
We learn your goals, gather statements and map every account, policy and obligation.
Plan
You receive a written plan with each recommendation, what it costs and why we make it.
Implement
We open and move accounts, coordinate with your CPA and attorney and set up reporting.
Review
Two full reviews a year, a tax projection each fall and a call whenever life changes.
Decisions our clients made,and what they changed.
Retired teacher, 67A clear plan after the loss of a spouse
Founder, multi-location dental groupA dental group owner prepares for a $14M sale
Physician couple, both 54Two physicians bring retirement forward by four years
Every plan starts withone honest conversation.
Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.