A two meeting process to develop a clear financial plan with investment & tax strategies. See a sample plan.
So you can see exactly where you stand financially and make an informed 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 make a decision about hiring us.
An analysis of all aspects of your finances including retirement projections, investment & taxes, insurance & estate planning.
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. Schedule an 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 complimentary 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. We will also outline in detail what a relationship with us would look like and our fees.
At the end of this meeting. we will ask you to sleep on it before making a decision about whether you want our help.
Having been in business for more than 30 years, we are in no rush for you to make any decision. 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 would like to work together, we will send you a list of documents to gather so we can begin our analysis.
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 with you, in plain English, your financial assessment, which will show you exactly what our recommendations are. You can expect to receive an easy-to-understand financial plan, an investment analysis, and a tax snapshot.
At the end of this meeting, we will outline the next steps to implement our recommendations.
During this 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 firstname.lastname@example.org