Start the Process to
Achieve Your Early
Retirement
Are we the right fit for you?
Financial planning shouldn’t be a cookie-cutter approach, which is
why we aren’t the right match for everyone. We work best with
clients who:
Want to retire by age 59 or sooner without worrying about running out of money
Are physicians, healthcare workers, business owners, or tech employees
Value the expertise of a professional and want a collaborative approach
THE PROCESS
How We Start the Process
Initial Consultation
We begin with an initial consultation that give both of us a chance to make sure your situation and needs match our expertise and services. If we both agree it’s a good fit we’ll move forward. If not, we’ll happily refer you to other professionals we believe match your needs.
Data Gathering
We’ll send you a financial planning and risk tolerance questionnaire and document checklist to gather your financial information. Once we’ve reviewed everything, we’ll schedule a quick 10-minute phone call to review and clarify all of the information you shared.
Plan Presentation
We’ll begin the financial planning process by converting your needs and goals into actionable steps to help you to achieve your objectives. Then, we’ll present our findings and provide detailed insight into the rationale behind each recommendation. You’ll receive the Executive Summary and Financial Analysis with explanations of our approach and supporting data.
THE PROCESS
Our client process
Implementation
Once we have reviewed your personalized plan and determined the best approach for achieving your goals, we’ll begin implementing our recommendations.
If you’re looking for a more DIY approach, we can consult with you on our recommendations, and you can implement your plan.
Ongoing Updates
Since financial planning is a dynamic process, we meet with our wealth management clients every six months to review and update their financial plan and investments. If at any point your goals or financial structure changes, we’ll modify your plan.
Retire Early. Enjoy Life. Feel Confident With
Your Finances.
Our experienced team is here to support you. Schedule an
initial consultation with us to learn more.
Have More Questions?
We’re here to uncover the
unknown
Pricing for wealth management services are based on portfolio size and complexity. Typically these fees range from 0.50% - 1.00% of the portfolio total. Pricing for consulting services starts out between $2,500 - $4,500 for the initial plan and then $250/hour for ongoing consulting.
We meet with wealth management clients every six months to update, review their financial plan, investments, and taxes, but are always available on an as-needed basis.
CERTIFIED FINANCIAL PLANNERS™ (CFP®) adhere to a standard of excellence for financial by meeting extensive training and experience requirements, and committing to CFP Board's ethical standards that require them to put their clients' interests first. Enrolled Agents (EA) with the IRS has earned the privilege of representing taxpayers before the IRS by passing a three-part comprehensive IRS test covering individual and business tax returns.
Yes, we're completely independent 100% of the time. Our only compensation comes directly from our clients. You can rest assured that no recommendation or investment is made without your best interest in mind because we have no financial relationship with any third parties. That includes referrals we make, investments we choose, and financial planning strategies we recommend.
Consulting services are for clients who want to DIY their personal finances. We'll gather your information, put together an initial plan with specific recommendations on how to manage your portfolio, prepare for retirement, reduce tax, etc. and then you'll implement the plan (including managing your own investments) with our help when needed. The initial plan is time-intensive and typically costs $2,500 - $4,500, ongoing planning is billed at $250/hour.
RESOURCES
Do you have a plan to
reduce your taxes in
retirement?
Explore 20 different ways to help reduce
your taxes as you transition into
retirement and beyond with our planning
guide.
