Personal CFO for busy tech and healthcare professionals:

step 2: Discovery Meeting

(45 - 60 minutes)

Approximately 60 minutes for a higher-level review of your financial life and your goals. We'll send a list of documents and data points we need in advance so we can be prepared. We'll share a few suggestions on how you can move forward and how we can help. You will have the opportunity to learn more about us and ask any additional questions.

step 1: Intro Call

(15 - 30 minutes)

A quick video or call to learn about you, your situation, and what you are looking for. If we can be helpful, we'll move to a complementary virtual Discovery Meeting for a higher level review of your financial life and your goals. If not, we'll try to point you in a direction that is helpful.

step 3: We Agree To Move Forward

(15 - 30 minutes)

At this point, you should have a good understanding of how we can improve your financial life and whether it makes sense to move forward. We want to make sure we are a fit. If we both agree, we'll cover the next steps and begin the onboarding process.

Step 2: Define the Vision

Next, we focus on your values, goals, objectives, and understanding what's important to you. We are looking for an alignment between those areas and translating that into your vision. Simply put, if the first step answers 'Where am I today?', the second step will answer 'Where do I want to go?'

step 3: Design the Roadmap

We take everything we gathered from the first two steps, and we work on designing an optimal roadmap to get you from point A to point B. We'll present and discuss the financial plan together before we agree on the next steps and move to implementation and our ongoing service.

Step 1: Get Organized

First, we onboard you and organize your finances. We'll review your cash flow, net worth, taxes, investments, risk exposure, compensation structure, and other relevant information to get a clear understanding of your financial picture. We'll create centralized access where you can view your entire financial blueprint.

step 4: Start the Journey

After we design the roadmap, we move onto our ongoing service designed to create structure while keeping the momentum. We like to get things done. We proactively address new and recurring items and adapt as your life evolves. You get to experience what it means to have a personal CFO by your side.

spring meeting

fall meeting

• 1099 Documents Organization & CPA Coordination

• Retirement Plan Contribution Review

• 401(k), 403(b), 457(b) Plans: Rebalancing & Fund Review

• 529 Plans: Rebalancing & Review

• Quarterly Tax Payment Estimate

• Internal: Quarterly Portfolio Review

• Internal: Annual Projection Updates

• Financial Plan: Quick Check-In

• YTD Cash Flow Review

• Tax Return Review & W-4 Review/Withholding Update

• Equity Compensation Plan Review & Strategy

• Concentrated Stock Strategy

• Quarterly Tax Payment Estimate

• Internal: Quarterly Portfolio Review

• Mid-Year Cash Flow Check-In

• Insurance Review (Odd Years)

• Estate Plan Review (Even Years)

• Roth Conversion & Rollover Opportunity Analysis

• Debt Review & Strategy: Student Loans, Consumer Debt, Mortgage, etc.

• Quarterly Tax Payment Estimate

• Internal: Quarterly Portfolio Review

• Financial Plan: Review, Progress, and Updates

• Year-End Tax Planning Opportunities

• Investment Portfolio Review: Performance & Allocation

• YTD Cash Flow & Net Worth Review

• Next Year's Cash Needs

• Quarterly Tax Payment Estimate

• Internal: Quarterly Portfolio Review

• Working Meetings as Needed

• Unlimited Email Correspondence

• Coordination with Your Other Professionals: CPAs, Estate Attorneys, Insurance Brokers, etc.

• Ongoing Portfolio Monitoring, Rebalancing, and Tax Loss Harvesting

• Educational Content & Newsletter

Our ongoing service is designed to create structure, maintain momentum, and adapt as your life and priorities evolve. We plan on meeting twice a year (or more when needed) to address any new or recurring items and to ensure that the plan we are following still applies. Beyond that, we are doing work in the background and reaching out when we need your input. We are always an email away. Below is a sample annual service calendar. The areas we'll cover will be applicable to your specific situation.