Customized Wealth Management

  • Managing assets so that you both enjoy and preserve them

  • Overview of estate, tax, and charitable gift planning

  • Commission-free, fiduciary advice

  • Ongoing customized retirement income planning

  • Risk management of your portfolio and overall situation

  • Evidence-based investing with ongoing monitoring

Step 1

Intro Coffee Meeting

We start to get to know each other by asking questions and seeing if we’re a good fit to work together. There’s no obligation (for either of us) to do so.

Step 2

Retirement Health Check

We ask you more questions to get an idea of where you are and where you want to go from here. This step includes a financial vitals assessment.

Step 3

Strategy Sessions

Ongoing customized planning, investment management, distribution management, as well as an overview of estate, tax, and charitable gift planning.

If you’re not ready for Customized Wealth Management but still need guidance, we’ll help you with personalized strategy sessions. We typically charge $500/session to people off the street (e.g. people not referred by a current client). But we offer strategy sessions at a discounted rate of $250/session to educators and nurses. Everyone gets a free Intro Coffee Meeting, so please schedule that when it’s convenient for you by clicking the “Get Started Now” button above.

Big picture, here’s a sketch of what we’re trying to do.

Here’s how we’ll do it.

This is what it’ll feel like.

Frequently Asked Questions

  • Yes! You can schedule a no cost, no obligation Intro Coffee Meeting here.

  • We’re a fee-only firm. We do not accept commissions of any kind and we strive to reduce conflicts of interest when and where we can.

  • We manage assets at Charles Schwab.

  • We use evidence-based investing strategies (the kind Warren Buffett championed when he said, “The stock market is a device for transferring money from the impatient to the patient.”)

  • No. We work virtually with many of our clients. If you want to come to the office, that’s great. And many of our clients want to sit down face-to-face as we work on a retirement income plan. If not, you’ll find that we can get a lot of work done on the phone and via zoom.