How often do we meet?
We follow an annual calendar with mid‑year and late‑November checkpoints, plus additional touchpoints as needed.
Do you coordinate with my CPA and attorney?
Yes. We coordinate directly and document all steps—so you aren’t stuck in the middle.
Do I have to move my investments to work with you?
No. Many clients start with our GPS retainer. Investment management is optional and can be included within the retainer or provided as a low AUM wrap.
What are your fees?
One‑time plan (most): $5,500–$7,500; GPS retainer: $6,000–$12,000+/yr by complexity. We are fee‑only fiduciaries and do not accept commissions.
When can we start?
We onboard up to two families per month in quarterly cohorts (Jan/Apr/Jul/Oct). Q4 intake may close once capacity is reached.
