Our Approach
Tax Strategies
Am I optimizing strategies that help me be more tax efficient?
Insurance Planning
Will my family be taken care of and protected if unexpected life events happen?
Investment Planning
Are my assets properly diversified and in alignment with my objectives?
Retirement Planning
Will I be able to retire on time and continue my desired lifestyle?
Estate Planning
How can I ensure my legacy is intact and my estate is planned properly?
Cash Flow Planning
Will I run out of money in retirement? Have I budgeted properly for retirement?
Our 4 Step Process
We leverage a thorough planning process to ensure we address everything that’s important to you, along with a few components you may not have even considered yet. Our objective is to give you a comprehensive plan that marries your values, desires, and goals with practical financial decisions, ultimately leading you to experience your best life. This planning process is ideally suited for people with a minimum of $250K investable assets.
1
Discover & Determine
Review your goals, objectives, priorities, and current financial situation to clearly understand where you are now and where you want to go.
Use that information to determine exactly what you need and what it will cost.
Review our process and services with you so we can both determine if we’re a good fit for each other.
2
Assess & Organize
Examine all the details once you decide to move forward.
Assess your cash flow and tax implications, analyze risks, and generally organize your financial world.
Help you gain a clearer understanding of your net worth and create a comprehensive plan to help you accomplish your goals.
3
Deliver & Review
Review all our recommendations with you and ensure you feel comfortable moving forward.
Finalize your plan and begin working on the steps to implement it.
Optimize your cash flow, ensure your investments are in line with your risk profile, and provide solutions for any gaps in your current strategies.
4
Serve & Support
Continue to help you implement the tax and wealth management strategies we discussed in step 3.
Offer ongoing advice and education and communicate regularly to ensure you have the support you need in every season.
Review and adjust your plan as needed to suit the fluid nature of your life.
Our Location
2020 Main Street, 10th Floor
Irvine, CA 92614
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