How We Work with You

This is what it looks like to be intentional with your money

Getting started.

One meeting to get on the same page
and two meetings to begin the transformation

Confirm Natural Fit
and Connection

45 minutes to understand what’s on your mind and ensure we’re meant to work together

Discovery and Data Gathering

90 minutes to clarify where you’ve been, where you’re going, and all the things you have

Review your One Pager

90 minutes to finances simply and clearly for the first time and agree on the next right steps

Get Started

Every year thereafter.

Meeting on purpose lays the foundation
to face the uncertainty of life

Beginning of every year.

We’ll meet to refresh your one pager and reflect on the past, understand the present, and plan for what’s ahead.

Middle of every year.

We’ll meet to cast vision for the future, knock out a lingering task, dive deep into a relevant topic, or address the urgent and important.

Every day of every year.

Life will surprise us for better and for worse - that’s the only guarantee. We’re here whenever that happens to face it together.

We want to say more, but then it might not be simple and clear.

But our clients have said more…

“You make a way to visualize our financial story with reflection and planning in a remarkable way. While the year ahead is still daunting, the peace of mind you provide for financial decision making is invaluable.”

“You do it very differently than anyone else. You have changed the way money impacts our marriage.”

“This is the first time I’ve looked forward to a conversation about money.”

What We Offer.

This is where we’re tempted to use jargon - but we won’t.

Of course we know…

  • The benefits of a DAF

  • The pros and cons of of debt

  • Tax-friendly ways to spend and save

  • The upside of a Roth IRA

  • The nuance of the expense ratio

  • The frequent misuses of life insurance

  • How the efficient frontier works

  • And so much more.

But when you go to a Broadway show, are you trying to see the backstage crew?

We keep that in mind with our design too.

    • Determining income needs

    • Negotiating income with an employer or client

    • Navigating a reduction in household income

    • Living life with a variable income

    • Game-planning for lump sum income

    • Using income from your investments

    • Considering options to replace income in a worst-case scenario

    • How to increase awareness

    • How to stretch yourself to be more generous

    • When to use debt and when to avoid it

    • Help with selecting employees benefits

    • Help you balance under- and over-saving

    • Help you keep flexibility in your finances by saving in the right spots

    • Help you choose the right types of accounts to save on taxes

    • Help you understand actual and anticipated returns on your investments

    • Help you select the right investments in every account you own

    • Help you reduce the number of accounts you have spread everywhere

    • Help you remain invested when you’re tempted to tweak

    • Help you control the costs of your investment choices

FAQs


Do we need another financial advisor?

Ideally no, but it’s OK if it takes time for you to reach that conclusion on your own. You won’t find anyone that can speak to your entire financial life like we will.

Do you offer one-time financial plans?

No, a financial plan is a feeling, not a document. And a document risks being meaningless tomorrow. Your relationship with money is transformed by living your real financial life with awareness, not by projecting a pretend financial life that is certain to be wrong.

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