What does “fee-only” mean?
We are compensated only by our clients—not through commissions or outside incentives. Our guidance is based solely on your goals. We do not sell insurance or any other financial products.
Can you handle complex situations?
Yes. We work with clients facing everything from executive compensation packages to business transitions and estate complexities.
What types of questions do people ask?
We handle the full spectrum of financial questions, from foundational concepts like “What is a stock?” or “where should I save my money?” to complex, high-stakes decisions such as managing executive compensation, navigating retirement planning, optimizing taxes, planning for education, evaluating career and lifestyle choices, and structuring your estate.
What types of clients do you work with?
We work with a wide range of clients, from early-career professionals to executives, business owners, and retirees—anyone looking for comprehensive, customized financial guidance.
Do you manage investments as part of the plan?
Yes. For clients who choose investment management, we create and manage an investment management strategy as part of their plan.
How long does it take to complete a financial plan?
The timeline varies depending on complexity, but most comprehensive plans take 6–10 weeks from initial meeting to delivery.
Can you coordinate with my other professionals?
Absolutely. We work collaboratively with accountants, attorneys, and other advisors to ensure your plan is fully integrated and cohesive.
Do you sell any insurance products?
No. As a fee-only firm, our advice is completely independent and guided solely by your goals, not by commissions or outside incentives.