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Personal, Comprehensive Financial Planning

Educated, experienced, credentialed and driven to help you live better, we take a personal, holistic approach to your life and your finances.

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OPTIMIZING WEALTH

Building On Your Foundation
We provide large firm resources and industry expertise for exceptional, high-net worth planning. With the handling, proximity and strategic flexibility of a specialty boutique firm we work with your existing resources to uncover more potential, optimizing what you’ve earned and saved so you can enjoy it today and grow it for tomorrow.

FINANCIAL PLANNING

Making Memories
From cash flow and savings to investments and tax strategies, we create wealth building and financial planning strategies that free your time and enhance your life. Our goal is to optimize your wealth to give you the confidence to focus on your family, knowing your finances are performing. Our financial planning and wealth management solutions give you the attentional and emotional space to make meaning and memories.

TAX PLANNING

Optimizing Timing and Insights
Taxes are inevitable, but optimizing your tax obligations is an opportunity. Our insights align your finances, your investments and your taxes for optimal, ongoing outcomes.

INSURANCE & ESTATE PLANNING

Preparing for the Unexpected
Insurance, like investing, is a tool to secure financial futures. Be better prepared for the unknown with insurance and estate planning aligned to your dynamic life and resources.

EQUITY COMPENSATION STRATEGIES

Concentrating on the Risks of Equity Compensation
Valued tech employees are offered a range of compelling equity options. With these there’s an inherent degree of risks to your portfolio and long term investment outlooks. Concentrated risk can have unintended consequences to your financial wellbeing, but with understanding and guidance, you can use your equity to optimize your wealth and enhance your portfolio.

DEBT STRATEGIES

Planning Differently With Debt
DEBT is a four-letter word that you can use to your advantage. Learn to leverage borrowing options for optimized outcomes and utilize debt solutions as a financial strategy aligned to your life’s priorities.

Finding Harmony Between Your Life and Your Future

We’re strategic, supportive and working for one reason – your financial clarity and freedom. Inspired by our life experiences, we lead by example, working smart to show you how to live more aligned with your life while we guide your finances and financial decision making.
  • Be empowered to live the life you want.
  • Address immediate concerns and fix inherent financial issues.
  • Plan and implement for a desired future state.
  • Tackle pressing problems and flourish more today.
  • Optimize for clarity, confidence and financial freedom.

Finding Harmony Between Your Life and Your Future

We’re strategic, supportive and working for one reason – your financial clarity and freedom. Inspired by our life experiences, we lead by example, working smart to show you how to live more aligned with your life while we guide your finances and financial decision making.
  • Be empowered to live the life you want.
  • Address immediate concerns and fix inherent financial issues.
  • Plan and implement for a desired future state.
  • Tackle pressing problems and flourish more today.
  • Optimize for clarity, confidence and financial freedom.

Fees

You pay for time and expertise, not commissions.

Ongoing Financial Planning (Investment Management Optional)

$5,000–$15,000

*flat fees will vary based on complexity

Investment Management (Includes Ongoing Financial Planning)
  • First $1M – 0.85%
  • Next $2M – 0.70%
  • More than $3M – 0.50%
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