The Wealth Planning Process
We start with an initial consultation to get an understanding of your situation, whether we're a good fit for your needs, and to set expectations for the planning relationship.
We gather the various parts of your financial life, including 401(k)s, tax returns, homeowner's insurance, and all the other pieces that make up your financial life. We then have a meeting to review everything and to make sure we have a complete picture of your finances.
Within a few weeks, we develop a plan model of your finances, showing where you're going at the moment, and reviewing various scenarios and decisions ahead of you and the financial impact they'll have.
Once you've decided on the plan you'd like to follow, we provide specific recommendations around your finances in order to implement the most effective financial path to accomplish your financial goals.
The only thing that's certain is uncertainty, so we engage in a long-term program of supporting and updating your wealth plan through a combination of quarterly update meetings and support for the day to day financial questions and issues that can arise.
For those without the time, energy, or expertise to manage their portfolio, you can outsource the day-to-day management to us. We do everything, including investment selection, daily monitoring, tax loss harvesting, and rebalancing.
For business owners and managers who are looking to ensure their compensation is competitive for attracting and retaining top talent, we offer project-based compensation consulting and ongoing support of employee retirement plans.
For those going through divorce, we can provide mutually beneficial division of asset plans for those in a collaborative divorce, or help ensure you're in the best financial position coming out of an adversarial divorce.