We are experienced in planning techniques for restricted stocks, stock option planning, and other issues unique to high-income professionals.
We are your advocates during times of change including job moves, inheritance, divorce, or loss of a spouse.
We help to plan for replacing your paycheck in retirement as well as healthcare and other expenses so you can fully enjoy your non-working years.
How We Are Different
We take a meticulous approach to every detail that can impact your financial life. We are concerned first and foremost with delivering deep value and a caring-first approach that is often unexpected. Our collective experience has shown us that when we deliver more than people expect, we are better positioned to increase the probability of their success. And, that is why we are here.
Our team treats our small and elite group of clients with the care and concern we show life-long friends.
Because Financial Wellness matters! As CERTIFIED FINANCIAL PLANNERS™, we are committed to a planning-first philosophy for clients that always includes education and transparency. When clients have clarity and understanding about their financial picture and how their money is being invested, they are likely to make better long-term decisions.