Financial Planning & Investment Management
For Today’s Investor
Today’s investor looks different
stock options
dual income households
homebuying
student loans
childcare
How we work with clients is different
fiduciary fee-only CFP®’s
comprehensive financial planning
tax planning and preparation
custom tax efficient investment portfolios
modern communication
Fiduciary duty - we have a legal obligation to put the client first
Fee-only - we are paid by our clients and only our clients
Conflict free - we receive no commissions or referral fees
Holistic - we look at the big picture (cash flow, investments, taxes, insurance, real estate, estate planning)
Services
Financial Planning
ongoing comprehensive financial planning with investment management
Flat Fee Planning
annual comprehensive financial planning engagements without investment management
Tax Planning and Filing
tax planning, coordination and filing
Financial Planning Packages
financial planning for specific life events, designed to be limited in scope and cost effective
Who We Work With
HENRYs - High Earners Not Rich Yet
Those who earn well above the median household income in their area (usually over $150k if single, $300k if married).
Equity (Stock Option) Recipients
Those who receive ISOs and RSUs (usually tech or startup related)
Common Questions
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Yes! We have plenty of experience building tax efficient retirement income plans. Being a virtual firm, we found that some retirees found it difficult to communicate with us since we schedule all of our meetings with an online calendar and rarely hold in person meetings that they might be accustomed to.
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Yes, we work with almost all of our clients on a virtual basis. We currently serve about 100 households across 18 different states.
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We do not have a minimum income or asset level, however we do have a minimum annual fee (currently $2,400 annually). During our Introductory Call, we take the time to learn more about you and how we might be able to help. If we feel that there is enough value to mutually benefit one another, we discuss next steps.