Services
Our services are designed to help you own your time and maximize the quality of your life.
Wherever you are in your journey, we’ll meet you there.
1: Financial Security
Become Layoff-Proof
If you lost your job, your family’s financial security and lifestyle could be maintained for at least a year. And you’ll know the exact minimum income required to keep it this way.
2: Financial Freedom
Achieve Work Optionality
You’ll have enough retirement savings to let compounding do the rest. With your future secured, you could downshift, pursue a passion, start a business, or stay put. The choice is all yours.
3. Financial Independence
Own Your Time
Investment withdrawals will cover your living expenses, so you can do whatever you want, whenever you want. And as your accounts continue to grow over time, so will your joy and impact.
Wealth Management Service
For couples and individuals with $1 million or more to invest
$1,250 / month
Imagine having your own personal pension fund. Managed by professionals who have managed money for Fortune 500 companies and some of the biggest public pensions in the world.
That’s exactly what we’re talking about.
You’ll have an investment team with decades of experience managing institutional assets through multiple market cycles.
And you’ll work with a Certified Financial Planner™ to optimize your wealth and maximize your legacy over time.
Your Service Includes
Everything in the Wealth Building Service
Institutional-Grade Investment Team
Income Planning
Proactive Annual Tax Planning
Advanced Estate Planning
Coordination with CPAs / Attorneys / Other Professionals
Ongoing Legacy Planning
Unlimited White-Glove Support
Wealth Building Service
For couples and individuals building toward financial freedom
$250 / month
Tired of having the door closed on you because you don’t have enough money saved to meet the standard minimum investment thresholds?
We hear you. Loud and clear. And we’re throwing the door wide open.
Because you deserve the same opportunity to live your best life as the millionaire class. Our goal is to help you get there.
Your Service Includes
Lifestyle Design Consulting
Personal Financial Blueprint
Cash Flow Planning & Debt Management
Emergency Savings
Annual Insurance Review
Annual Employer Benefits Review
Tax-Efficient Investment Strategy
Tax-Efficient Contribution Strategy
Investment Management
Retirement Planning
College Planning
Basic Estate Planning
Quarterly Progress Reviews
Additional add-ons available
To ensure you aren’t paying for things you don’t actually need, the following can be purchased as-needed:
Equity Compensation Planning (+$100 / month)
Proactive Annual Tax Planning (+$100 / month)
Advanced Estate Planning ($500 one-time)