Are We Right For You?

• Your financial life has enough moving parts that comprehensive planning would make a meaningful difference — not just investment management, but coordinated strategy across income, taxes, business, real estate, estate planning, and more
• You’re navigating a major financial decision — retirement, a business exit, equity compensation, a relocation, or a significant life transition
• You want a planner who starts with what matters to you — your values, your family, your goals — before touching a spreadsheet
• You value a fee-only fiduciary who has no products to sell and no commissions to earn
• You want proactive, ongoing planning — not an annual review and a handshake
• You want both spouses involved in the conversation
• You appreciate a planner who coordinates with your CPA, estate attorney, and other professionals
• You’re open to thinking beyond traditional investments — real estate, business ownership, Bitcoin, alternative assets

It starts with a 15-minute introductory call so we can learn a little about each other. If it feels like a fit, we move to a 1-hour meeting where we ask three big questions about your values, your goals, and what’s keeping you up at night. From there, we build a one-page financial plan — not a 90-page binder — and execute it together in focused 30-minute sprints throughout the year. We meet formally in February and August for comprehensive reviews, and we’re always available in between when life throws you a curveball.