COMPREHENSIVE PLANNING
A FINANCIAL PLANNING EXPERIENCE ENCOMPASSING EVERY AREA OF YOUR LIFE.
GOAL
PLANNING
We track your action items, goals, and important deadlines to ensure your plan is implemented.
RETIREMENT
INCOME PLANNING
As a Retirement Income Certified Professional, we have deep expertise in designing a sustainable income plan.
EMPLOYEE
BENEFITS
We help you decipher complex employee benefits including 401(k) plans, stock options, health insurance, and more.
RISK
MANAGEMENT
We review options to protect your financial life plan from worst-case scenarios. This includes providing insurance reviews.
HOMEBUYING
We help you decide how much home is affordable given your goals. Then, we work with various lenders on analyzing different mortgage and down payment scenarios.
INVESTMENT
ADVISORY
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We manage your investments using evidence-based strategies while avoiding the noise of market timing & predictions. Learn more here about our approach.
TAX PLANNING
With tax-efficient financial planning, we help implement strategies each year to reduce your tax bill.
CASH FLOW
We help you determine how much to save for your most cherished financial goals like retirement, sabbatical, dream home, and children's education.
ESTATE PLANNING
We work collaboratively with estate planning attorneys to ensure your plan reflects your final wishes.
ONGOING PLANNING PROCESS
INITIAL PLAN BUILDING
We meet five times in the first year to build an initial plan.
ONGOING MEETINGS
We meet at least twice per year moving forward. Our team is available to you throughout the year as needed.
IMPLEMENTATION
Together, we co-create and implement strategies designed to reach your goals & ideal life.
PLAN MONITORING
We proactively monitor your plan, including investment rebalancing, track important deadlines, tax code changes, and provide timely advice as your life inevitably changes.
COORDINATION
As your life-time financial planning partner, we provide concierge services and collaboratively work with other specialists, including estate planning attorneys, tax preparers, and independent insurance agents, to provide the best advice for you.