Service
Wealth planning
A plan you can read in an evening and use for a decade: cash flow, goals, insurance, education and retirement in one document.
Who it is for
Families and professionals with $500K to $10M in assets
What is included
Everything in the engagement,
written down.
01
A written plan, renewed every year
02
Cash flow and savings targets by month
03
Insurance and risk review
04
Education and family goals
05
Two review meetings a year
Is this for you?
One written plan for saving, spending, investing and giving, updated every year.
Meetings
Twice a year
Languages
English, Spanish
Fee
See pricing
Book a consultation
How we work
From first call
to a written plan.
Weeks 1–2
Discover
We learn your goals, gather statements and map every account, policy and obligation.
Weeks 3–5
Plan
You receive a written plan with each recommendation, what it costs and why we make it.
Weeks 6–8
Implement
We open and move accounts, coordinate with your CPA and attorney and set up reporting.
Every year
Review
Two full reviews a year, a tax projection each fall and a call whenever life changes.
Results
Decisions our clients made,
and what they changed.
All case studies
Founder, multi-location dental group
A dental group owner prepares for a $14M sale
$1.2M
in projected tax savings
Physician couple, both 54
Two physicians bring retirement forward by four years
4 years
earlier retirement date
Family-owned manufacturer, $22M revenue
A manufacturer turns a cash squeeze into a credit line
$3M
new credit line secured
