facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

How We Work

4-5 Personalized Planning Meetings Per Year (60 Minutes Each)

Each meeting includes tailored guidance on taxes, retirement, investments, and risk management—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

    Purpose: Ensure portfolio supports retirement plan

    Focus:

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

    Purpose: Build a reliable and tax-aware withdrawal plan

    Focus:

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

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

    Focus:

  • Review progress
  • Identify refinements
  • Confirm priorities going forward