The Guided Planning Experience

    A structured path to financial confidence.

    Six intentional phases. One fiduciary team. A deliberate cadence designed for families who have built meaningful wealth.

    At a glancePhases 01 - 06
    • 01ConsultationWeek 1
    • 02Discovery+2 Weeks
    • 03Data Clarification+2 Weeks
    • 04Strategy+2 Weeks
    • 05Implementation+10-12 Weeks
    • 06Ongoing PartnershipContinuous
    See the six phases→
    Your financial plan, in plain english

    A clear, custom plan, built around what matters to you.

    Sample written financial plan retirement analysis
    Implementation tracker

    A live checklist that moves with you through every action item, so nothing gets lost between meetings.

    Sample implementation tracker showing planning journey phases
    Client App

    Schedules your reviews automatically, keeps your relationship on track, and puts everything you need in one place.

    Sample quarterly private client strategy session
    Portfolio dashboard

    Online visibility into your investments - performance, allocation, and progress toward your goals.

    Sample portfolio dashboard showing balance, activity, and allocations
    Estate Planning

    Handled under one roof - so your financial and legal picture stay aligned.

    Estate planning documents including last will and testament, advance healthcare directive, and revocable trust
    Inside the Experience

    What your experience looks like.

    A few of the tools that keep your plan moving - deliverables and technology built so you can see everything at a glance, and spend your time on what matters more. We've got the rest.

    1

    Consultation

    Week 1

    A conversation to see if we're the right fit for each other.

    • Get to know each other's goals, values, and working style
    • Review your current financial situation at a high level
    • Understand what's working, what isn't, and what's keeping you up at night
    • No obligation, no pressure - just an honest conversation
    2

    Discovery

    +2 Weeks

    Understanding the full picture - not just the numbers behind it.

    • Ask the questions no statement can answer - what you want, what you fear, and what you've never told a financial advisor before
    • Understand your family dynamic, your vision for retirement, and what you want your wealth to ultimately do
    • Simultaneously have you compile your financial documents - statements, tax returns, estate documents, and insurance policies
    • The documents tell us where you are. These conversations tell us where you want to go.
    3

    Data Clarification

    +2 Weeks

    Making sure every detail is right before we build anything.

    • Verify all collected data for accuracy and completeness
    • Coordinate with your CPA, attorney, and other advisors
    • Clarify any gaps or ambiguities in your financial picture
    • Finalize a complete and accurate foundation before strategy begins
    4

    Strategy

    +2 Weeks

    Your plan - built around your life, not a template.

    • Present a detailed written financial plan tailored to your specific situation
    • Walk through tax optimization, investment strategy, and portfolio design
    • Address estate, legacy, and wealth transfer goals
    • Review and refine together until every detail reflects what matters most to you
    5

    Implementation

    +10-12 Weeks

    Putting your plan into motion with precision and care.

    • Open accounts, fund portfolios, and execute investment strategy
    • Coordinate insurance and estate document execution
    • Work alongside your CPA to implement tax strategy
    • Phased, systematic rollout designed to minimize disruption to your financial life - so the transition feels seamless, not stressful
    6

    Ongoing Partnership

    Continuous

    Your plan evolves because your life does.

    • Regular review meetings - quarterly or whenever life changes
    • Continuous portfolio monitoring, rebalancing, and reporting
    • Proactive tax planning and harvesting throughout the year
    • Support through every major life event - retirement, inheritance, business sale, and beyond

    Take the First Step

    Schedule your complimentary 45-minute consultation. It's the beginning of a partnership built on trust and transparency.