Here's how we work together, step by step.
One conversation to see if we're a fit, two meetings about your life, and two meetings to build the plan. Before we meet, a short form gives us a picture of where you stand.
Introductory meeting
A short call to see if we're a good fit. We ask about you and what you want your money to do. No pressure. Afterward you get a written quote for a one-time plan or ongoing planning, and the decision is yours.
Your vision for your life
The first real meeting, and it usually isn't about the numbers. You answer a few questions ahead of time. Then we talk about the life you want and what matters most to you.
Putting the pieces together
We turn what you told us into goals your plan needs to hit. You fill out a short financial data form, and we start building your plan behind the scenes.
Your financial roadmap
The first draft. We look at where you are today, get everything organized, and build the plan together.
Plan review
We walk through your finished plan and agree on the action steps. From the first call to this meeting is usually about two months.
Putting the plan to work
We help you get it done: checking off action items and working with your CPA and attorney along the way. A one-time plan wraps up six months after your first discovery meeting. Ongoing planning keeps going.
What's included, start to finish.
In both the one-time plan and ongoing planning.
All clients
In every plan
- Your vision for your life
- The written plan and action list
- Net worth and cash flow
- Tax planning and projections
- Retirement and savings strategy
- Investment strategy
- Insurance and risk review
- Estate and trust review
- Employee benefits
- Coordination with your CPA and attorney
- Your plan and documents in RightCapital
Business owners
Everything for all clients, plus
- Entity selection and tax structure
- Coordination of quarterly tax estimates
- Owner compensation and distributions
- Business retirement plan design
- Cash flow between the business and the household
- Exit and succession planning
Equity compensation
Everything for all clients, plus
- Grant review: RSUs, ISOs, NSOs, and ESPP
- Vesting and exercise strategy
- AMT and tax projections around exercises
- Concentration and sell-down plan
- Trading windows and 10b5-1 plans
- Planning around a liquidity event or IPO
Your next step
Start with a quick intro call. No pressure. You tell us what's going on, we tell you how we work, and we both find out whether it's a good fit. If we're not the right fit, we'll help you find the advisor who is.
Book an intro call