A financial & tax assessment showing you exactly where you stand in the four key areas of financial success.
To help you evaluate the value of our services before you make any decision about hiring us.
We do our best work for diligent savers with $750,000 or more in investments OR high earners with family income over $200,000.
We will show you exactly how we can help before you pay us a single dollar in fees.
You will know exactly where you stand in the four key areas of financial success.
The first step is a 15-minute call to see if we’re the right fit to help you.
A 15-minute call with one of our advisors provides an opportunity for us to make sure your situation matches our expertise. After all, you wouldn’t see a neurosurgeon for a root canal! Schedule a prospective client introductory call with us.
If we are not the best fit for you, we will introduce to one of the many great advisors we know.
This 60-minute meeting (in-person or via Zoom) is designed for us to discuss and map out your goals, questions, and concerns. We will use this discussion to guide us in creating your financial & tax assessment.
After this meeting, we will use the data provided along with our discussion as the framework for creating your assessment that will answer 4 key questions:
During this meeting we will review, in plain English, your financial & tax assessment, which will show you exactly what changes you should make.
This is where you can see exactly, in dollars and cents, how we can improve your financial situation. At the end of this meeting we will ask you to sleep on it before making a decision about whether you want to work with us.
Having been in business for more than 30 years, we are in no rush for you to make any decision. We are looking for long-term relationships with the individuals and families we work with. Before deciding to work with us, you should answer “yes” to 3 questions:
We will follow up in one week to discuss how you would like to move forward. If you have decided that we are not the right fit for you, we will happily refer you to a few of the great financial advisors we know and trust.
In this 60-minute meeting, we will answer any questions that you have and begin the process of implementing the first steps of the plan, often including -
During the first year of engagement, we typically have four meetings to cover each of the core areas of financial planning:
(1) Diligent savers with $750,000 or more to invest (excluding real estate).
(2) High-earning professionals with income over $200,000.
(3) People who want to outsource their financial planning and investing to an expert so they can spend time doing the things they love.
You can sign up for our financial planning newsletter that covers a variety of subjects in a short and simple read.
If you just have a few questions, you can also call our office at 703-481-2280 or email us at email@example.com