Your CPA and your financial planner should be the same phone call

We publish our fees rather than quote them privately. The process and fees page lists the planning fee for each stage, the rate for investment management, and the base fee a tax return starts from.

No. We do not have to manage the accounting or prepare the return. Many owners keep the accountant who already knows their business and bring us in for the planning, the strategy, and the coordination. When we do handle the tax work, it is because having it on the same team removes handoffs, not because it is required.

We engage clients for planning first. It is how we learn enough about your business, your taxes, and your timeline to manage your investments well.

Accounts we manage are held in custody at Charles Schwab. Accounts we do not manage, including your employer retirement plan, stay where they are and are still reviewed as part of the plan.

The initial planning phase typically spans several meetings over a few months. Ongoing support continues as long as the relationship remains a good fit.

Business owners have a full plan review each year and quarterly check-in calls. Associates and retired owners have a full plan review and tax strategy session each year. Everyone has additional conversations as needed.