Connect with us
WHAT TO EXPECT
In our first one-hour meeting, our goal is to give you a clear understanding of what it’s like to partner with us. By the end of that conversation, you’ll know whether we’re the right fit… and more importantly, where we can bring the most value to your financial life. At that point, the question becomes: Do you want our help?
If the answer is yes, we’ll begin crafting your strategy with the support of our case design team, which includes Certified Financial Planners™. In our second meeting, you’ll receive a personalized, written roadmap designed to help you reach your goals. This plan will be securely stored in your Generational Vault, giving you 24/7 access to your strategy.
You’ll then have time to review your plan at home, reflect on it, and let us know if any revisions are needed. Once your strategy is finalized, our third meeting will focus on implementation… putting your plan into action.
This marks the beginning of a long-term relationship built on trust, guidance, and ongoing support.
Let’s take the next step together
WITH A COMPLIMENTARY, NO-OBLIGATION MEETING.
Choose the booking option that works best for you—fill out our quick form, we’ll add you to our email list and reach out shortly, or schedule your appointment directly through our convenient online booking site.
FAQs
We know reaching out to a financial advisor can feel like a big step. Here are some of the most common questions we get… and honest answers to help you feel confident moving forward.
Isn’t hiring a financial advisor too expensive?
Not necessarily. According to Vanguard’s Advisor Alpha study, working with a qualified advisor can potentially add around 3% in net returns annually through better tax planning, asset allocation, and behavioral coaching. The value you gain often far outweighs the cost.
I don’t have time to work with a financial advisor.
That’s exactly why we’re here. Our process is streamlined and respectful of your time. We handle the heavy lifting while keeping you informed and involved—without overwhelming your calendar.
What if I find out we’re not a good fit?
No problem. Our first meeting is a no-pressure conversation. If we’re not a match, you walk away with more clarity and direction, no strings attached.
Tech Professionals
Can you help me with stock options and RSUs?
Yes. We specialize in helping tech professionals understand, manage, and optimize their equity compensation. We’ll help you align your stock options or RSUs with your financial goals in a tax-efficient way.
My income varies with bonuses and vesting—how do I plan around that?
We create flexible, forward-looking plans that account for income variability, tax impact, and investment opportunities—so your plan stays on track no matter how your cash flow changes.
Business Owners
My business is my biggest asset… Do I still need a financial advisor?
Absolutely. We help you build a personal financial plan that complements your business goals. Whether it’s retirement, tax planning, or exit strategy… we’re here to make sure your future is as strong as your company.
Can you help with retirement plans for my employees?
Yes. We can help you design and implement tax-smart retirement plans, like SEP IRAs, Solo 401(k)s, or group 401(k)s, that benefit both you and your team.
Retirees & Pre-Retirees
How do I know I won’t run out of money in retirement?
We build personalized retirement income strategies that account for market fluctuations, inflation, healthcare costs, and legacy goals, so you can retire with peace of mind.
When should I take Social Security?
We’ll run a personalized analysis to help you determine the optimal timing based on your income, life expectancy, and spousal benefits.