As a fiduciary, we are legally required to act solely in your best interest. This is crucial for executives, as it ensures the advice we give on things like selling company stock or exercising options is objective and not influenced by commissions or incentives. We are a fee-only firm, eliminating conflicts of interest.
No, in fact you don’t pay anything until we are through the Preliminary Planning / Scope of Work meeting. At the end of this meeting we will discuss the exact fee. If we agree we are not a good fit, you walk away with no obligation.
For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.
We make it simple. It begins with a free Discovery Call to ensure a good fit. If we proceed, the process is streamlined to maximize efficiency, usually requiring just a few focused meetings and the secure sharing of financial documents. We do the heavy lifting so you can stay focused on your career.
Our Process
No. We are able to work with our clients no matter where they are in the United States.
Our firm is built for the mid-career executive. We don't just manage assets; we provide highly specialized financial planning that simplifies complexity and integrates sophisticated compensation structures (options, RSUs, deferred comp) into a clear path forward. Our core philosophy is hyper-personalized service delivered with clarity.