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Planning for retirement is about more than money.

It is about having a plan to help you live your version of a good life.

Our process aligns your money to what matters to you.

The Clarity and Confidence Process

Introduction Call

Before becoming a client, you’ll schedule a short call with a member of our team to see what working together looks like. If both determine it could be a good fit, we’ll match you with the team member best suited to your situation and begin the planning process.

Understand

We will begin by asking questions to discover who and what is important to you. This helps define your values, goals, and priorities so we can build them into your plan.

Plan

We’ll create a plan to connect the pieces of your financial life using our planning process. Collaboration during this process fine-tunes your plan and further clarifies your goals. Behind the scenes, we will be putting data into our retirement planning software that will allow us to propose solutions.

Propose

We will help you learn, understand, and compare options so you can make informed decisions. Using “what-if” scenarios, we’ll share different potential outcomes. From there, we will make planning and investment recommendations and show you how we can implement together.

This is all done before you officially hire us.

Implement

This is where we put preparation into action. This is where you become a client and move investments. We’ll open accounts and help you implement the agreed upon planning and investment recommendations. We will then set a clear schedule for our ongoing collaboration.

Revisit

We call our ongoing meetings “Revisit” because we revisit your plan and investment strategy with a forward outlook. We will be with you every step of the way to keep your plan and investments aligned to your life.

We have an open-door policy and are always a phone call or email away.

See how we can help you plan for retirement with clarity and confidence.

Schedule your Introduction Call ▶ 

You probably have a few questions

We work with people from all backgrounds. To serve our clients well and run a sustainable business, we do our best work with families who have at least one of the following:

  • $500,000 or more in investment assets
  • $200,000 or more in annual household income

If you value professional advice and want to plan for long-term success, you’re in the right place.

We are planning first financial advisors.

There are two significant areas of financial advice:

Planning and Investment Management

We believe you cannot effectively do one without the other.

In the beginning, we’ll meet to understand your goals, values, and what you want your money to do for you. From there, we’ll collaborate on a plan with action steps related to decisions and investments.

We include two revisit meetings each year where we will help you stay aligned to your plan and adjust when life changes.

Of course, life doesn’t happen on a schedule, and we can meet any time along the way.

Here's the process

We offer full-service planning and investment management, including

  • Retirement Planning
  • Investment Management
  • Cashflow Planning
  • Tax Efficient Investing*
  • Risk and Insurance Planning
  • Lending and Banking*
  • Multigenerational Wealth Planning*
  • Philanthropic Strategies*
  • Financial Education and Counsel

We are here whenever you need to talk through a decision.

If it affects your life, it’s worth a conversation.

*Offered in partnership with your accountant, estate planning attorney, and our internal resources

We charge a simple fee based on the value of investments we manage. This fee is deducted directly from your accounts.

We don’t charge hourly rates or separate planning fees. Planning is what we do, not something extra. It’s a process, not an event.

The process begins with a short call with a member of our team. It’s a chance to get to know each other and see if we are a good fit.

Start Here