Our advisory fee is based on the assets under our management (AUM) and is all-inclusive, so you can have confidence in every area of your financial life when working with us.
As a fee-only financial planning firm, we are paid exclusively and directly by our clients. We don't sell products or accept commissions for any financial recommendation we make.
Your personal CFO and trusted CFP® professional
Tailored investment strategy and tax-efficient portfolio design
Ongoing investment portfolio monitoring and management
Dynamic portfolio rebalancing
Strategic tax-loss and tax-gain harvesting
24/7 access to portfolio performance reporting
Personalized values- and goals-based planning
Retirement analysis and income distribution planning
Social Security analysis and strategies
Cash flow management
Debt structuring and prioritization
Cash management strategies for emergency fund and short-term goals planning
Tax planning and lifetime tax minimization strategies
Tax return review and analysis
Thorough insurance review and recommendations to properly protect your net worth
Employee benefits and healthcare analysis
Equity and exec comp review and analysis
Education planning and funding strategies
Estate planning and beneficiary review
Concierge advisory services, such as collaborating with your tax accountant and estate attorney
On-demand financial advice — there's no cap on emails, phone calls, or meetings with our team
Ongoing financial plan monitoring and adjustments
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