Who It's For
Our ongoing relationship is Carefully Designed to support these unique life stages:
Family and Career Growth
For those looking towards financial independence or wanting to craft a more intentional life
Preparing
for Retirement
Ensuring all accounts are setup for the optimal retired life, and resolving tax and income questions
Children of Older Immigrants
Supporting older immigrants with critical financial setup, management, and proactive advice
This is for you if you're:
Looking to avoid critical mistakes that can impact retirement.
Wanting regular access to an advisor anytime a question or issue comes up.
Wanting a professional to manage assets for safeguarding.
Looking for a proactive partner in your financial life.
Our Philosophy is simple:
We'll do it for you, whenever possible.
if we can't? we'll just do it together.
What To Expect
Our flagship ongoing relationship is carefully structured to efficiently develop and implement a personalized plan.
A Typical Journey:
A closer look:
Q1
AGENDA
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IRA + Solo 401(k) Contribution Setup and Finalization
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Tax Preparation Letter Sent to CPA
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Top of Mind Topics
INCLUDES:
Continual, ongoing planning relationship
Year-round Tax Planning
SCENARIO LAB
TotalPlan (Year One)
3 Annual Meetings (Year Two+)
Coordination with Attorneys and Tax Professionals
Regular Advisor Access via Email or Meetings (As Needed)
Plan Implementation Done For You
Flat-fee Investment Management
We believe in fair, transparent fees.
Fee-only financial planning
Flat fee for investment management (compare to AUM pricing)
No surprise or secret fees, costs, or incentives.
What does 'flat fee' mean?
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Fees are not asset-dependent
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A more transparent pricing model
