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Our Straightforward Process

Our Clients


Pre-Retirees
& Retirees

Ambitious
Business Owners

High-Performing
Professionals




Preretirees & Retirees

As you approach your retirement chapter, or continue to enjoy it, you’re likely facing questions related to healthcare, long-term care, insurance and more. Our goal is to help face your concerns so you can enjoy your post-work chapter to the fullest. Together, we’ll address questions including: 


  • Healthcare is expensive; how will I get medical coverage if I retire before 65?
  • When should I sign up for Medicare? Which plan is the best for me?
  • What if my partner or I get sick or pass away?
  • All of my savings are tax-deferred. Can I afford the taxes to withdraw?
  • Someone tried to sell me an annuity, but it doesn’t feel right. How will I replace my paycheck?
  • When should I claim Social Security?
  • What happens if the market crashes? Can I still afford to retire? 


Ambitious Business Owners

As a successful business owner, you have unique challenges in not only growing your business but balancing your personal finances along the way. From taxes to succession, we’ll take the steps necessary to help you and your company succeed. Here’s what you might be asking: 


  • My taxes feel so high, am I filing them the best/right way?
  • Our business has multiple accounts and it’s too busy to keep them all straight. Can you help?
  • What is going to happen to my business if something happens to me?
  • How should I be saving for retirement?
  • What is the best way to get healthcare for my family? 
  • When I finally sell my business, will the proceeds sustain my retirement? 
  • How will I ever be able to step away from the business and simplify my life? 


High Performing  Professionals

You’ve worked hard to climb the ladder of success, which is why financially you’re seeking a partner to help you navigate the complexities. Our team will work with you to determine the best path for you and the future of your career. Some questions on your mind may include: 


  • We make plenty of money, but are we spending too much of it?
  • Our taxes are so high, what else can I do?
  • What should I do with my RSUs/ISOs? Should I participate in my Employee Stock Purchase Plan?
  • Do I need life insurance? What kind is right for me?
  • What should I do with my bonus checks?
  • I am maxing out my 401(k), but is that enough? 


Here’s What You Can Expect:

Step 1: 

Initial Phone Call

We’ll begin by scheduling some time to talk. This allows us to learn more about your concerns and provide the opportunity for you to ask the questions on your mind. 

Get In Touch

Step 2: 

In-Person or Virtual Discovery Meeting

If we both feel there is a mutual fit, we will ask you to gather and provide any relevant financial documents to help us better understand where you’re at currently. Then, we will discuss the details of our ongoing relationship including our services, fee structure and more. 

Step 3:

Assessment & Proposal Meeting

Once we’ve collected the relevant information about your financial picture, we will conduct an analysis of your wealth and review our findings during this assessment and proposal meeting. There is never a hard-sell or pressure to say "yes" to our full-service model.

Step 4:

Ongoing Review and Planning

When you’re ready to move forward, we will begin taking the next actionable steps together. Over time, we will continuously monitor your progress and readjust your financial plan as needed to stay on track with your evolving goals. 

Let’s Get Started

Our services are based entirely on your needs and situation. And, as you encounter changes in your lifestyle and/or goals, we will work with you to provide the advice needed to succeed. The value in our recommendations is best suited for delegators seeking a true professional in their lives. If this sounds like you, we look forward to connecting.

Begin With a Discovery Call