Tech Forward: We do planning on your terms. No sitting in traffic for an hour each way to listen to someone blab on about pie charts for an hour.
- We create custom recordings of your planning analysis and our recommendations so you can watch them on your time. This also allows us to spend our time together in a more impactful way.
- When we meet for Strategy Sessions or Working Sessions, we do it virtually (you are welcome to come to the office in person if you like, but most of our clients prefer to meet where they are)
Execution: We are your Accountability Partner. A relationship with us is about more than just advice, it’s about execution. A key component of our role is to be here with you ensuring everything gets done.
Tax Planning: We believe this is one of the most overlooked areas of many financial plans. Tax planning needs to happen on a proactive basis throughout the year, not at tax filing time.
Our Fees: Our unique fee structure is what empowers our process to be so different. Our flat fee is the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions.