A clear, structured process
From first call to ongoing advisory, we follow a deliberate process designed to pursue clarity at every step. No mystery, no surprises — just a roadmap built around what you actually need.
1. Intro Call (15 minutes)
We begin with a brief call to understand your situation, priorities, and key questions. We'll review your income, assets, and any areas of complexity — then determine whether we're a good fit.
What we'll discuss:
- Your current and expected annual income and structure (W-2, K-1, 1099, etc.)
- Net worth and asset breakdown (real estate, retirement accounts, brokerage)
- Whether you have any concentration and approximate cost basis
- Whether you have any liquidity needs
- Your pain point — why you scheduled the meeting with us
- Your level of financial sophistication
2. Define Engagement Options
Based on your needs, we'll recommend the appropriate path. We don't believe in one-size-fits-all. Some clients need full planning; others just need access to specific strategies.
- Strategy / Product Access
If you already know what you want and need help implementing a specific strategy, we support you through a non-discretionary relationship. You'll work with our investment and operations team on execution. - Comprehensive Planning
If planning is required, we'll guide you through a structured process: engagement agreement, data gathering, formal planning session, and delivery of a clear, actionable plan.
3. Implementation & Ongoing Advisory
We implement the strategy and provide ongoing support based on your engagement. Typically one or two formal reviews per year, and we remain available in between whenever you need guidance.
Ongoing support includes:
- Annual or semi-annual portfolio and tax strategy reviews
- Proactive outreach when tax law changes affect your plan
- Real-time consultation on equity compensation events and liquidity decisions
- Coordination with your CPA, attorney, and other professional advisors
- Email and phone access whenever you need guidance
Start with a 15-minute call.
No commitment. No sales pitch. Just an honest conversation about whether we can help.