Planning for a Better Future Starts Today™
Successful founders, executives and their families build a brighter future with a personal financial planning team built for builders.
Our team’s credentials and licenses
A registered investment adviser
Built for builders.
Founders lay the foundation. Executives build on it. Both have done well, and both usually have their wealth tied to what they are building. A standard plan was never designed for that.
- Founders and entrepreneursThe root builders, who laid the foundation and may one day sell it.
- ExecutivesThe leaders building the founder’s vision, paid in salary, bonus and equity.
- Their familiesThe reason for building at all, through divorce, special needs and every stage between.
How most firms plan
How we plan
You’re not a tier.
Many firms sort clients by account size and give everyone in a tier the same plan. Generalized planning leads to generalized answers.
We built our firm the other way around: the plan starts with the moment you’re facing, whether that’s a sale, a new compensation package, a divorce or a lifetime of care for someone you love.
We build relationships, not tiers.
Four moments. Four plans.
Each service is built for one turning point, with its own approach and its own page to explore.
Everyone, coordinated.
You shouldn’t be the go-between for your CPA, your attorney and everyone else. Our team sits around you and works with each of them, so every decision fits one plan.
We handle the personal side. When the business itself needs work, we bring in our partner firms.
C-Suite News
Planning ideas in your inbox.
Strategies for founders, executives and their families, from our team to your inbox.
A better future starts today.
A Discovery Meeting is complimentary and carries no obligation.