Outside of our holistic financial planning service, we also offer the following:

• Wealth management services if you need assistance with managing your investments and options strategy

• Managed estate planning services to get your trust/wills set up

• Tax preparation through direct partners we refer you to 

• Real estate purchase coordination with our referral agents 

• High net worth tax and estate strategy execution through our Valur.io partnership

• Private equity investing directly through DiversiFi Ventures.

We cover:

• Budget/Savings

• Investments

• Retirement Planning

• Tax Strategy

• Equity Compensation

• Insurance

• Estate Planning,

• Real Estate

• Education Savings

Our goal is to answer your questions in a timely manner.

• Typically, when we first get started, we will meet more frequently (every 1-3 weeks) to address priority topics in the first 3 months.

• After the first 3 months, we shift to a quarterly meeting cadence.

We got you. Our team of advisors is always available for quick calls as urgent issues arise.

You will always have access to your advisor via email whenever needed. You will also receive a scheduling link to your advisor so you may set up a “Brief Touch Base” (15-minute phone call for urgent questions) or the quarterly “Client Meeting (30 minutes to 60 minutes).

Yes, there is no set contractual period for which you must be a client. However, our goal is to create a long-term relationship with you. If you are looking for a one-time consultation or have a short-term need, we will not be the best fit.

Your advisor assignment is based on the complexity of your needs and financial situation. We like to keep clients with the same advisor since the trust and comfort level with your advisor are important. However, as your needs and financial situations change, your advisor may also change.

Yes! We are legally obligated to act in your best interest. To be fully transparent, if we encounter any conflict of interest, we must notify you as well.

On average, it takes 2-4 weeks, depending on your response time.

• Agreement/Invoice: Once you decide to move forward, we will send our Firm Brochures for your review. This will follow with our Financial Planning Agreement through DocuSign and your first invoice to pay. 

• Data Collection: Once signed/paid, we will create a financial workbook specifically for you. You will also receive an onboarding guide regarding what data is being collected.

• Complete Onboarding Meeting: As you work through the data collection stage, we will help you schedule a time with your advisor. This meeting will ensure we have collected your financial information accurately, introduce you to our resources and communications, and discuss the top financial planning priorities you would like to address.

Our one-time onboarding fee helps cover the time our team spends onboarding you as a new client. This includes establishing a financial workbook, setting up future communications, and ensuring your data is collected accurately.

All of our analyses and data collection are live in our Google workbooks, and we utilize Google Drive to collect and share documents with you.

We’ve defined several metrics in your workbook to track our progress working together over time. These metrics include growth of your net worth, divestment of concentrated positions, risk tolerance alignment, retirement modeling success tracking, savings rate increases, estate tax risk reduction, and many more.