Structured onboarding gets us started. Quarterly focus keeps your CFO sharp. But the relationship? That never ends. Your CFO stewards your financial life through every season, every transition, every generation.
Every quarter has a purpose. Tax strategy, wealth review, risk protection, legacy planning — structured rhythm, not random check-ins.
Your financial life doesn't have a finish line. Neither does our relationship. We steward your wealth through every chapter.
Year one builds the foundation. Year two optimizes. Year three and beyond? That's where the compounding really begins.
The first 8 weeks build the foundation. After that, the real work — and the real value — begins.
Understanding Your World
A 60-minute conversation to understand your complete financial picture — business, family, goals, and challenges. No sales pitch. Just listening.
Mapping Your Situation
Proprietary analysis across tax, estate, business, and investment dimensions to determine your planning needs and appropriate consultive fee tier.
Transparent Partnership
Clear scope of work, transparent consultive fee based on complexity (not assets), and mutual expectations in writing. No surprises.
Building Your Infrastructure
Account transfers, team introductions, advisor coordination, and establishing the planning infrastructure that supports everything going forward.
Every quarter has a distinct focus. Every year, the cycle repeats — deeper, sharper, more refined. This is how compounding stewardship works.
Most advisors schedule an annual review and call it a relationship. We operate on a quarterly cadence because your financial life doesn't pause for 12 months between conversations.
Each quarter has a seasonal focus — but we're always available between meetings. Think of it as a CFO who's always engaged, not a consultant who shows up once a year.
January – March
Year-end tax review, Roth conversion analysis, estimated tax planning, and proactive strategies for the year ahead.
April – June
Mid-year portfolio review, rebalancing, compensation planning, and alignment of investments with evolving goals.
July – September
Insurance coverage audit, estate plan review, business continuity planning, and ensuring your protection keeps pace with your growth.
October – December
Year-end gifting strategies, charitable giving, next-generation planning, and setting the vision for the year ahead.
The quarterly rhythm provides structure, but we don't disappear between meetings. These services run continuously in the background.
We quarterback your CPA, attorney, insurance, and banking relationships — ensuring everyone works from the same playbook.
Continuous portfolio oversight with tax-efficient rebalancing, not just quarterly snapshots.
Your business and personal wealth stay connected. Entity changes, compensation shifts, and exit planning evolve together.
Job changes, births, deaths, windfalls, exits — we're your first call when life happens. No waiting for the next quarterly meeting.
Every year we work together, we know your situation better, anticipate more, and deliver deeper value. That's why most clients stay far beyond the initial commitment.
Onboarding, assessment, first implementation cycle. We learn your world and build the infrastructure.
Refining strategies, catching opportunities, demonstrating measurable results. The plan matures.
Deep institutional knowledge. Proactive guidance. Multi-generational planning. This is where the real value lives.
Everything you need to know about working with us
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