Comprehensive Planning & Year‑Round Guidance

Phase 1: The Blueprint (Your Financial Map)

We begin by building a clear, execution-ready strategy tailored to your exact goals. We build custom, tax- and estate-focused models designed to protect your legacy and minimize lifetime taxes.

• Cash‑flow and retirement income mapping
• Charitable strategy (charitable IRA gifts and donor‑advised funds)
• Multi‑year Roth conversion modeling
• Estate readiness and beneficiary alignment

Phase 2: Ongoing Guidance (Your GPS)

A static plan goes stale when markets move or rules shift. Our ongoing Family CFO retainer is designed to keep the strategy current. We handle the paperwork, coordinate with your CPA, and execute the steps systematically so you can focus on your life.

Phase 3: Investment Management (Optional)

We design and manage portfolios built specifically to support your after-tax goals. This includes utilizing low-cost, globally diversified funds, maintaining disciplined rebalancing, and applying tax-aware asset location across your accounts.