Contact Us
You’re diligent, focused, and you’ve made significant headway in your career and with money. You’re ready to ramp it up to reach your goals.
You've built a $500,000+ portfolio.
You’re within sight of where you want to be (or already living the life you’ve wanted). You want to be diligent and smart to make sure what you’ve built is optimized, maximized, and maintained to live the life you want with the people you care about.
You’ve built a $1,000,000+ portfolio.
You’re living the life you want and want to make smart decisions to maintain and maximize your wealth. Cash flow, stewardship, and charitable endeavors (advanced income and estate planning) may be on your mind.
You’ve built a $2,000,000+ portfolio.
You’re diligent, focused, and you’ve made significant headway in your career and with money. You’re ready to ramp it up to reach your goals.
You've built a $500,000+ portfolio.
You’re within sight of where you want to be (or already living the life you’ve wanted). You want to be diligent and smart to make sure what you’ve built is optimized, maximized, and maintained to live the life you want with the people you care about.
You’ve built a $1,000,000+ portfolio.
You’re living the life you want and want to make smart decisions to maintain and maximize your wealth. Cash flow, stewardship, and charitable endeavors (advanced income and estate planning) may be on your mind.
You’ve built a $2,000,000+ portfolio.
Processes
Our process is simple. It's adjusted based on your goals, on your needs, and on your watch.
Introduction call
In our first call, we’ll discuss what’s on your mind, what problems you’d like to solve, and your current situation.
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Wealth roadmap meeting
In our first meeting, we learn about you. The journey you’re on, your goals, your needs, your aspirations and your expectations.
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Implementation meeting
In our second meeting, you’ll learn about the plan we’ve tailored for you. If it’s the right fit, we’ll begin our journey together.
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45-day follow-up
In our third meeting, we’ll go over the questions you may have about your accounts, your online portal, or any other items. We will then set up your ongoing meeting schedule.
Preparing for your wealth roadmap meeting
Essential documents to send ahead of time or bring with you.
First meeting: cash flow, investments, and taxes
As we prepare to guide you through your Wealth Roadmap, we ask that you gather and share key documents that will help us determine where we can add the most value to your financial situation.
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Tax Returns – Last 2 Years (all pages)*
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Bank Account Statements (checking, savings, money market, CD)*
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Investment Account/Brokerage Statements (last two months or last quarterly statement – all pages)*
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IRA and Retirement Account Statements (last two months or last quarterly statement – all pages)*
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401k/403b/457 Plan Statements (last two months or last quarterly statement – all pages)*
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Employer Stock Options/Stock Award Documents/Statements
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Annuity Policy Statements (last quarterly or annual statement – all pages)*
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Social Security Statements*
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Mortgage Statement/Payoff*
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Consumer Debt Statements/Payoff (credit card, car loan, home equity lines of credit, etc.)*
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Small Business Documents (Articles of Incorporation, 401k or profit-sharing agreements)
*Please bring the most recent statements. Although the consolidated printouts or computer spreadsheets you may keep are helpful, please bring the actual statements with you, as these are the essential documents needed for planning purposes.
What We Do
We design, build and protect wealth on purpose so you can live the life you want. As your wealth team, we leave no stone unturned, working through a comprehensive checklist to address the matters that are important to you across the spectrum of financial categories including: investments, tax, estate, debt and cash flow, as well as risk aspects.
Our Approach
We use a market-tested, data-driven, repeatable process (called Smart Diversification®. Click here to learn more). Instead of recommending one thing to you and us doing something different, we invest alongside you, investing in the same investments.
Who We Serve
We specialize in serving first-generation wealth builders. You built it. You know the challenge. We understand.
Get started
Our process is simple. It’s adjusted based on your goals, on your needs, and on your watch.