What we solve

Keeping income in the right bracket while avoiding Medicare premium surcharges.
Sequencing charitable IRA gifts, donor‑advised fund donations, and Roth conversions.
Coordinating with your CPA and estate attorney so nothing falls through the cracks.
Maintaining documentation and an audit‑ready filing binder.

Outcomes you’ll feel

Clarity on spending, taxes, and giving each quarter.
Confidence that guardrails are monitored and deadlines are systematically managed.
Less paperwork on your plate; more time for travel, family, and philanthropy.

How we work together

Intro call (30 minutes): Fit, goals, and scope.
Discovery (60 minutes): Data and values; document checklist provided.
Your Financial Map: Execution‑ready plan and 90‑day implementation roadmap.
Turn on your GPS: Annual calendar cadence, guardrails, and timely recalculation.

Schedule a Fit Conversation Download the Annual Calendar

FAQs

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 separate low AUM wrap.

How often do we meet?

We follow an annual calendar with mid‑year and late‑November checkpoints, plus additional touchpoints as needed.

Can you work with my existing CPA and attorney?

Yes. We coordinate directly and document all steps so your plan stays on track.