Our Process

We do not charge for the first 3 steps as we get to know one another and will only continue upon mutually agreeing that we can have a successful, long-lasting relationship.



Inquiry Call

Might we be a good fit for what you are looking for?


Consultation Meeting

Allow us to learn about one another and what is most important to you.


1-Page Financial Plan

Build a plan for EXECUTING on any of the following areas.


Charitable Gifting

  • Donor Advised Funds
  • Charitable Remainder Trusts
  • Qualified Charitable Distributions
  • Estate Planning techniques

Investment Management

  • Risk Management
  • Independent platform
  • Alternative Investments
  • Quarterly rebalancing
  • Socially Responsible Investing (SRI) options
  • Environmental, Social, & Governance (ESG) options
  • Tax awareness

Tax Planning

  • Tax loss harvesting
  • Capital loss tracking
  • Tax return reviews
  • Roth Conversions
  • Back-Door Roth Contributions
  • Social Security and IRMAA Planning
  • Trust management

Income Planning

  • Social Security planning
  • Annuities
  • Fixed income from bonds and real estate
  • Pensions
  • Withdrawal Rate
  • Reliance Rate

Estate Planning

  • Beneficiary reviews
  • Roth Conversions and Secure Act 2.0
  • Will and Trust review
  • Charitable gifting
  • Federal and state exclusions
  • Real estate

Insurance Planning

  •  Philosophical approach
  •  Term life insurance
  •  Whole life insurance
  •  Medicare review
  •  Long-Term Care planning
  •  Self-Insuring
  •  Travel Insurance

See a Sample 1-Page Financial Plan


We review and help execute many different wealth strategies for our clients. Not every topic applies to every client. We attempt to add a ton of value for the fees that we charge over the long duration of our relationship.


If you are contemplating how to make your next chapter feasible and meaningful, we would love to show you how we can walk alongside you as you pursue your dreams.

Get Started