Financial planning gets boring for most people and, as nice as we are, we know that you’d probably rather be doing other things than talking about money with your financial planning, estate, and tax expert.
We aim to make it as easy as possible for you to accomplish your financial goals but also, provide you with all the evidence you’re seeking behind every recommendation so you feel confident as you take steps forward towards your financial future.
If you hire us, you’ll get a step-by-step action plan to follow with due dates for each action that’s necessary for you to reach your financial goals. If you have trouble with accomplishing any of them, we’ll work with you and meet as often as possible to make the behavior change both easier and simpler as well.
You’ll get an online dashboard where your action plan will be included and you’ll be able to communicate with us, simply about what you’ve done or haven’t done. See the video, below to learn more about what you should expect out of our tech stack.
Most of our clients work at least 40 hours a week and are experts in their field. They don’t have time to meet up in person at a branch nor do they see the value if the recommendations will be the same.
We’re happy to meet with you however you prefer. Most of our clients are comfortable meeting over zoom but if you’d like to meet up at a coffee shop, at our office, or at yours; we’re happy to work with you on your terms.
We think that financial planning should be personal and include vulnerable conversations, a personal relationship, and should end with actionable advice backed by empirical science on how to fix the problems we foresee in your future.
You’ll never hear us sound stuffy, pre-rehearsed, or be anything but genuine. You’ll feel comfortable knowing that your financial advisor knows you, understands what you’ve overcome, and is listening to every concern you have and helping you prepare for them.
Whether it be texting, emailing, calling, using zoom, or an in-person meeting at our office, or yours; we’ll work with you however you prefer to ensure you get the advice you need to reach your goals. We take compliance seriously but we don’t want compliance to get in the way of us working together however is most comfortable for you.
We don’t think anyone knows everything about financial planning, tax, estate, or insurance because each area is endlessly complicated. For this reason, we have specialized experts in each area to ensure you’re getting the advice, guidance, and expertise your financial plan needs for you to know with certainty that you’re doing as best as you possibly can to reach your financial goals.
You’ll likely work with JDs, CFPs, CPAs, and Enrolled Agents with literally decades of experience to ensure you’re getting accurate advice at every step of the way.
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