Let’s Talk About What’s Possible in Retirement
Learn more about our collaborative process
Who we work best with
We aren’t the perfect match for everyone. We work best with:
Savers
We work with diligent savers who have accumulated at least $500k in retirement savings.
Over 50
People nearing retirement or already retired
Collaborator
Planning-driven people looking for a collaborative partner
Our Free Assessment Process
Overcome your concerns and assess your options with our
collaborative approach.
Step 1
Schedule a 20-minute Call
Before we dive into any financial details, we want to start with a 20-minute phone call. This gives us both a chance to make sure your situation and objectives match our expertise.
Step 2
A 60-minute Discovery Meeting
Once we have determined that our experience aligns with what you need, we’ll schedule a one-hour discovery meeting via Zoom or in our office. This meeting focuses on conducting a deep dive into your personal situation so we can get crystal clear on your retirement goals, needs, and concerns.
Step 3
Review Our Assessment
Once your assessment is complete, we'll host another 60-minute meeting to review our findings and provide you with actionable recommendations. This includes exactly the steps you can take to help lower your taxes and implement an efficient investment strategy.
Step 4
Think On It!
There is zero pressure to buy anything or say "yes" We are not looking for transactional relationships, we are looking for long-term partnerships and recognize this is an important decision. After we present our findings, whether or not you decide to work with us, we want you to feel great about your decision. If you determine we aren't the right fit, we will do our best to recommend another professional who may be a better match. No strings attached!
Schedule your free assessment
Explore your financial opportunities with our 20-minute, obligation-free conversation
Frequently asked questions
Our fees are very straightforward and start at 1.00% per year on investments we manage with an annual minimum of $5,000
Our wealth management plans are founded on ongoing financial planning and investment management. Within this, we offer retirement planning, tax optimization, estate planning, and legacy planning for our clients.
We offer wealth management in Sacramento, California. We conduct most of our meetings remotely, which means we can work with clients located anywhere in the United States.
As a fiduciary, we are not tied to any other companies or products. Because of this, we will always act in your best interests – no exceptions.
