What We Do
Comprehensive financial guidance provides clients with holistic, financial and tax planning, retirement distribution strategies, and access to low-cost investment providers.
Our clients benefit from a systematic process that thoroughly evaluates key aspects of their financial life, including investments, insurance, tax planning, portfolio analysis, retirement and estate planning.
The result is personalized comprehensive financial guidance, utilizing tax-efficient strategies for retirement, distribution, and legacy planning, as well as access to low-cost investment providers, such as Dimensional Funds.
We will typically meet with our clients 6-8 times during the first year and approximately 3-4 times in subsequent years. Meetings may take place in-person or virtually.
This services begins with an initial consultation, agreement presentation and "getting to know you" meeting. There is no charge for the initial consultation or agreement presentation. These meetings are designed to discuss and to define the scope of the financial planning process. Once we have agreed to begin working together, the first planning meeting will be a "getting to know you" meeting. This discussion is essential to setting the foundation for the rest of the planning meetings going forward.