Have you ever sat across from a financial advisor and left with more questions than answers? 

You should understand everything that’s happening with your money and your advisor should build a plan that aligns with your life and goals.

We believe the first step to a successful partnership is to clearly state our commitment to you and what we expect in return. 

Click Here to Read Our Client Commitment

Our Fees

Retirement Transition Planning

Comprehensive retirement plans designed to answer your questions and create a clear path toward your dreams.

$995 one-time fee

Young Professionals

Exclusive advice for young professionals and young families looking for guidance on 401(k) strategy, cash flow management, tax strategy, and ongoing advice.

One time fee: $495

Negotiable annual retainer applies

Financial Management

Customized financial planning, tax strategy, and investment management aligned with your values and goals for those in or near retirement.

A percentage fee determined by the size of the total investment portfolio and services provided by our firm.

Our Process

Our mission and purpose is to help as many of our friends as possible buck the constraints of conventional wisdom and accelerate their path to achieving financial freedom and independence. Our planning approach is a direct byproduct of the frustration that we experienced after over 23 combined years of consulting to financial professionals.

Your plan should serve as the ultimate facilitator of your goals but most of us stop short of truly defining what that looks like. There is a critical question that must be answered: How do you define financial freedom and independence?

We define it as achieving a predictable cash flow that provides for 100% of your lifestyle needs and wants so that you can do what you want, when you want, where you want, with the people you care most about.

How do you facilitate this outcome? We must start with the end in mind, and that process begins by getting crystal clear on what an optimal outcome really looks like for you.

If money was no object, what would you do? Where would you live, and where would you go? Who would you spend your time with? What causes would you want to contribute to?

By crystalizing what financial freedom would look like for you, we then work to reverse engineer what you would need to help facilitate this lifestyle. And only then do we start to explore the specific financial strategies that will lead us to that goal.

The byproduct of this approach is a plan designed for you, that delivers long term predictable, tax efficient cash flow for as long as you live, while also empowering you to perpetuate your value system and legacy to those that you care most about. Nobody cares more about your family, wealth, or legacy than you. We help you create a framework that aligns with those areas of your life allowing you to live a fulfilled life.

If this sounds like the kind of relationship you want with your advisor, schedule a 30 minute call to see if you are potentially a good fit for our firm.

Click here to schedule your call with us