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With a No-cost Introductory Q&A Session

We’re Here To Help Virtually

We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help. During our discussion, we’ll answer any specific questions you may have and take the time to learn about your values, goals, and objectives.

Our Process

1. Explore - 30 Minutes

During our no-cost introductory phone call, we can assess our mutual fit, build rapport, and share about our firm and pricing to affirm next steps. 

2. Discover - 60 Minutes

Focusing on your concerns, goals, and desires will allow us to understand your unique needs and objectives.


3. Organize - 90 Minutes

We will collect any necessary information while helping you sort through your financial life and get organized.

4. Test - 60 Minutes

Analyzing and evaluating your current financial status together using our financial planning software.

5. Implement

Developing and presenting financial planning strategies. The goal is to commit to implementing the top 1 or 2 recommendations.

6. Optimize

We will implement the remaining financial planning recommendations together and meet regularly to ensure that we are making progress.

Step #1: Schedule Your 30-minute Phone Call

This call will give us both a chance to make sure that we are a good fit to consider working together.

Are we a good fit?



Ecommerce Owners and their Families

Spend your time driving traffic and conversions and let us help you integrate your store’s success into your overall financial life.


Physicians and their Families

Balancing a career in medicine and raising a family is demanding of your time and energy. We can help take organizing your finances off your plate.


Resident Physicians and Fellows

Long hours, low pay, debt, and huge potential. Sound familiar? We’ve worked with many young physicians and can help you form a plan with the little precious time you have.

Still have questions?

What investments do you recommend?

Your goals and risk profile will largely determine that. In general, we recommend low cost, tax-efficient funds that focus on the parts of the market which have delivered the strongest returns.

We have no financial incentive to offer any funds over others. Our role as fiduciaries obligates us to recommend investments solely based on your best interests.

What are your thoughts on insurance?

Insurance plays a critical role in your plan and life. While we don’t sell insurance, our time in the insurance industry has given us expertise in this area. You can be confident that any insurance recommendation is based on your needs and not as an income generator for us. If you need a recommendation for an agent, we can refer you to someone you can trust.

Can I pay hourly?

Unfortunately not. An hourly model doesn’t fit our firm. However, we can accommodate a project-based fee for a short-term engagement. Contact us for details.

Can you help with taxes?

Yes, we partner with XY Tax Solutions, a national tax preparation firm, to help our clients who need a recommendation for tax prep services. We also offer reviews of tax returns to look for tax planning opportunities for our Premier Planning clients.