We don’t separate financial planning from investment management because your money decisions are all connected. Your investment strategy should support your goals, your cash flow affects how much you can invest, and your benefits choices impact your overall plan. By handling both together, we ensure everything works toward the same objectives and nothing falls through the cracks.

Yes! We can professionally manage most outside accounts, including 401(k)s, which is pretty unique in our industry. We’ll optimize your asset allocation across all your accounts, help you make the most of employer matches, and ensure your 401(k) fits into your overall investment strategy. You don’t have to move accounts unless it makes sense for your situation.

We specialize in helping professionals with equity compensation, stock options, RSUs, and variable bonuses. We’ll help you understand your options, plan for tax implications, decide when to exercise or sell, and integrate this compensation into your overall financial strategy. Complex comp packages are exactly the kind of situation where having expert guidance makes a huge difference.

We meet as often as makes sense for your situation—some clients prefer quarterly check-ins, others want monthly conversations during major life changes. Your plan isn’t something we create once and forget about. As your life evolves, we’ll adjust your strategy to keep you on track. You’ll also have access to us between meetings when questions come up.

Not necessarily. We can work with your existing accounts or help you consolidate if that makes sense for your situation. Many clients come to us with 401(k)s, IRAs, and other investments already in place. We’ll review everything you have and recommend the best approach—sometimes that means keeping accounts where they are, sometimes it means moving them for better management or lower fees.