All services
04
Tax-Aware Strategy
Bracket management, tax-loss harvesting and charitable giving — coordinated directly with your CPA.
What’s included
Bracket management, tax-loss harvesting and charitable giving — coordinated directly with your CPA. Every engagement starts with a discovery meeting where we map what you have, what you owe and — most importantly — what you want your money to do for you.
From there we build a written plan with clear, prioritized next steps. You’ll always know what we’re doing, why, and what it costs.
How we work together
Expect two to four working sessions in the first ninety days, then quarterly check-ins and unlimited email access to your planner. When life changes — a new job, a sale, a birth, a loss — we revisit the plan within the week.
Who it’s for
Households and owners who want a fiduciary partner, a flat and transparent fee, and advice that is never tied to selling a product.
Always included
A dedicated lead planner
Written recommendations
Coordination with your CPA
No commissions — ever
Not sure this is the right fit? Our first call is free and comes with zero pressure.
Keep exploring
Other ways we help.
01
Comprehensive Planning
One living plan for cash flow, taxes, investments, insurance and estate — rebuilt with you every year.
From $4,800 / year
02
Retirement Income
Turn a lifetime of saving into a paycheck that lasts: withdrawal order, Social Security timing and Roth conversions.
From $3,600 / year
03
Investment Management
Low-cost, globally diversified portfolios. No commissions, no proprietary funds, no hidden spread.
Included with planning
Free · 30 minutes · No pitch
Let’s see what your money could do.
Bring your questions. You’ll leave with at least one idea you can act on this month — whether or not we work together.