OUR SERVICES

Our planning is provided over a long-term relationship of ongoing care, weaving together all elements of your personal finances. Investment management services are also available.

True financial planning is an ever-evolving, ongoing pursuit. Our financial planning is delivered through a series of working sessions in a well-ordered approach to thoroughly explore various topics, in an undaunting style. 

Envision this: collaborative meetings, a consultative thinking partner, and proactively making progress along the way. What not to expect: walking away from a one-time meeting with a giant stack of spreadsheets you probably won’t ever look at. 

Helping clients curate their ideal financial picture

OUR FEE APPROACH

FIXED FEE STRUCTURE

Financial planning fees are structured as a fixed amount, determined by your unique situation, which incorporates your stage in your financial life, your income, your net worth, and the complexity of your moving parts and planning needs.

This approach is particularly valuable when your wealth is built through:

Company retirement accounts and deferred compensation plans
Equity compensation (especially when subject to SOGs)
Home equity and real estate
Future earning potential

Whether you're an established professional with savings mostly in employer plans or early in your wealth-building journey, you receive comprehensive guidance on all financial decisions that matter to you.

NO PRODUCT SALES

“Fee-Only” financial planners provide services to clients without any influence or obligation to promote specific products or services. In other words, we do not receive sales commissions or incentives for financial products.

Looking for other fee-only advisors? The National Association of Professional Financial Advisors (NAPFA) maintains a directory of qualified professionals.

OUR CLIENTS

Our clients are emerging and accomplished professionals committed to managing their financial resources wisely.

Our life-centered, values-based, holistic approach is valuable for clients who want a collaborative confidant alongside them to help consider ways to optimize opportunities or deal with obstacles when life gets messy.

MID-CAREER PROFESSIONALS

Thriving in your career brings exciting transitions but also complex financial decisions. As you juggle family life and personal goals, thoughtful guidance can help you navigate this dynamic phase with confidence.

COMMON QUESTIONS WE'LL ADDRESS:

How can we better understand and improve taxes and budgets?
Should we focus on Roth savings, or other savings strategies?
How do we make sense of compensation packages and benefits?
How can we align growing income with our values?
What’s the balance between retirement, college funding, and home upgrades?

Through partnership, you’ll gain a trusted advisor, strategic support, and a stable space to discuss and plan. Whether it’s exploring parenthood, career changes, or optimizing benefits, we’ll help you stay organized and intentional in your financial choices.

Not quite mid-career yet, and just getting started in your career? Let’s

connect about our young professionals mentorship program! Click here

to find a time to chat.

EXECUTIVES WITH COMPLEX COMPENSATION

You’ve made great strides in your career success while taking on the juggling act of professional, family, and personal priorities. With layers of bonus compensation, stock options, RSUs, and deferred compensation in your package, thoughtful planning is key.

COMMON QUESTIONS WE'LL ADDRESS:

How do I navigate equity compensation and blackout periods?
Should I opt into my company’s deferred compensation plan?
Can we better deal with taxes on variable compensation?
How do I tackle this huge concentration of company stock?
How do I prepare for the next career chapter—consulting or something new?

We’ll demystify the complexities of RSUs, 10b5-1 plans, and tax strategies, while working closely through your tax puzzle to incorporate long-term planning. Together, we'll transform complexity into undaunting action steps.

RETIRED & THRIVING

You've built significant wealth through diligent planning and frugality. Now, retirement brings new complexities like capital gains management, Required Minimum Distributions, IRMAA surcharges, and timing Social Security. You seek a trusted advisor to navigate these nuances and ensure you feel confident about the financial future.

COMMON QUESTIONS WE'LL ADDRESS:

How do we create sustainable, tax-efficient paychecks from our savings?
What's the smartest way to fund special purchases or gifts to family?
Have I been getting sound advice regarding my tax picture?

How do we ensure both of us are financially confident and cared for?
How do we juggle all the age-specific rules that seem to pop up just when we think we've got it all figured out?

We'll coordinate your optimal distribution strategy, minimize tax impact, and take some burden off your plate so you can focus on enjoying life. Whether planning your next adventure or supporting your grandchildren's education, you'll have a trusted professional who knows your complete financial picture, allowing you to spend more time on hobbies and less on spreadsheets.

SCHEDULE AN INTRODUCTION CALL

Let's Connect