Our Process
Discover what true financial guidance feels like.
Getting Started
STEP 1
Introductory Call
During this brief call, you’ll help us understand what’s most important to you while learning more about how we work. We’ll talk about your goals, challenges, and whether we may be a good fit.
STEP 2
Discovery Meeting
This is where we get to know your full financial picture a little better. We’ll also explore the questions that matter most to you—when to retire, how much you can safely spend, and how to make your wealth work harder through tax-efficient planning.
STEP 3
Review Your Proposal Together
After some information gathering, we’ll create a detailed proposal, which we’ll present to you so you understand what comes next and can ask any follow-up questions. If you like what you see, we’ll initiate the next steps for designing and implementing your coordinated plan.
Who We Serve Best
We specialize in helping pre-retirees and retirees
who are looking for:
A comprehensive approach
that incorporates tax-
efficient strategies
A plan, backed by CPA and
CFP® professionals to guide
them to and through retirement
Help building a sustainable
investment and spending plan
for retirement
Book Your Introductory Call
What to Expect on Your Call
- A relaxed, 15–minute conversation focused on your goals and priorities
- A chance to ask questions about our services and process
- No sales pitches or obligation
- Clear next steps tailored to your needs and timeline
FAQs
How do your fees work?
Our comprehensive fee is typically calculated as a percentage of the assets we manage (AUM) and is billed quarterly. This single fee covers all of our integrated services, including building your comprehensive retirement plan, ongoing investment management, and proactive tax planning. We will provide you with a specific fee quote when we prepare your proposal.
For clients who are still building their assets and do not yet meet our $800k minimum, we offer a flat quarterly retainer fee to provide the same level of comprehensive planning without the investment management.
What does “Fee-Only” mean?
“Fee-Only” is the most transparent and client-focused way to provide financial advice. It means we do not receive any commissions, sales incentives, or kickbacks for recommending specific investments or insurance products. This model eliminates the conflicts of interest that are common with “fee-based” or “commission-based” advisors, ensuring our advice is always objective and based on your best interests alone.
What is unique about your firm?
What makes our firm distinct is our dual expertise in both financial planning and tax. Our advisors both hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Public Accountant (CPA) designations.
This rare combination allows us to go beyond traditional financial planning. We are able to provide true, proactive tax planning that is woven into every aspect of your financial life—from your investment strategy to your retirement withdrawals. Most firms have to coordinate with an outside CPA, which can lead to missed opportunities. We build that expertise in-house, providing a level of coordinated, tax-efficient financial planning that is rare in the industry.
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