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How We Work

3–4 Personalized Planning Meetings Per Year (60 Minutes Each)

Each session includes tailored guidance on taxes, retirement, investments, and risk—along with clear, actionable recommendations you can implement right away.
🔍 Discovery (First Year)

Purpose: Align on goals, priorities, and values

Focus:

  •  Goal setting
  •  Concerns & top issues triage
  •  Client–planner alignment
    • 🧾 Tax Review & Planning

    Purpose: Optimize current & future tax strategy

    Focus:

  • Tax return preparation & submission
  • Roth conversions, RMD/QCD planning
  • Charitable giving optimization
  • Tax projection deliverable
    • 📈 Investment Review & Planning

    Purpose: Ensure portfolio supports retirement plan

    Focus:

  • Selection, allocation & rebalancing
  • Risk alignment
  • Cash flow & spending analysis
  • Investing strategy update
    • 💰 Retirement Income Review & Planning

    Purpose: Build a reliable and tax-aware withdrawal plan

    Focus:

  • Income needs & withdrawal timing
  • RMD coordination
  • Gifting strategies
  • Spending strategy deliverable
    • 🔄 Retrospective

    Purpose: Reflect, recalibrate, and set direction for next year

    Focus:

  • Review progress
  • Identify refinements
  • Confirm priorities going forward