Compare Tiers
From foundational planning to advanced high-net-worth strategies, each tier provides different access based on what you need.
Determining Your Financial Planning Tier
We assess based on complexity, not just asset size. Factors like equity compensation structure, tax situation, and liquidity needs inform which tier is the right fit.
Your Situation
▸ Equity compensation complexity ▸ Concentrated stock positions ▸ Liquidity event timing ▸ Tax situation (AMT, QSBS, multi-state) ▸ Estate planning needs
Your Timeline
▸ Vesting schedules ▸ Upcoming liquidity events ▸ Career transitions ▸ Major life changes ▸ Planning horizon
Your Preferences
▸ Communication frequency ▸ Level of hand-holding desired ▸ Self-serve vs. concierge ▸ Technology comfort ▸ Family coordination needs
Wealth as a Product, Not a Service
Traditional advisors pitch a "plan" as if it's a static document you create once and revisit annually. That doesn't work when you're navigating vesting schedules, liquidity windows, AMT thresholds, and career decisions.
We believe wealth management is a practice: an ongoing discipline of monitoring, adapting, and executing as your situation evolves.
Our three tiers give you different levels of intensity in that practice. Starter is for those who want a strong foundation with periodic check-ins. Core is for proactive monitoring and integrated solutions. Plus is for those who need more complex coordination and advanced HNW strategies.