Typically, we work with individuals or families that have $500,000 of investible assets or more and have real need of financial planning at an advanced level. Our clients usually come to us in their 40s or 50s after they have been building up wealth for a while and are reaching a point of life when professional management can really add value.

We specialize in Tech workers, Engineers, and Medical professionals but we are not limited to those fields. If we see the ability to add value to a client’s situation we are happy to work with anyone who sees the value in our expanding knowledge base and values a team approach to financial management.

We have found that having a team of professionals managing your financial life can serve multiple purposes that not only may realize you more gains over time, but also provides a non-emotional, calming presence when times get tough. Having someone working for you, providing advice from years of experience tends to get you higher returns over the long run.

There is no cost to meet with our firm.

Usually we start with a 20-minute phone call to verify if we are a good fit and that you have need of our services. After that we typically set up a one-hour meeting with our Financial Planning Team where we dive into your personal situation and gather more information by creating a Balance Sheet and discuss Income, Expenses and your Financial Goals.

After this meeting, we like to build out a Financial Profile using our planning software and knowledge to give you a clear idea of your current financial status and show you the areas that we can add value for your future.

We show this to prospects, at no charge, in our Proposal Meeting. When prospects leave this meeting they have good optics on their financial life and ideas on how to more effectively manage this moving forward. At that time if you think it is a good fit, we would begin our Comprehensive Financial Planning Process and welcome you to the family.