Your Path to Financial Clarity
A comprehensive wealth management strategy designed to optimize your financial position and achieve your long-term goals through expert guidance and personalized planning.
Investment Required
$7,500
One-time planning fee
Choose the Right Fit for Where You Are
Three service models designed for different client needs and preferences
1.00% AUM annually
- Holistic financial planning
- Investment management
- Tax optimization strategies
- Estate planning coordination
- Quarterly reviews
- Unlimited consultations
$7,500 flat fee
- Specific goal planning
- One-time financial analysis
- Implementation guidance
- 90-day support period
- Written recommendations
0.75% AUM annually
- Portfolio construction
- Rebalancing services
- Tax-loss harvesting
- Annual financial review
- Email support
Comprehensive Scope of Work
A detailed breakdown of our engagement covering all aspects of your financial life
Strategic Recommendations
Key initiatives to optimize your financial position and achieve your goals
Portfolio Optimization & Asset Concentration Plan
Reduce concentration risk while maintaining tax efficiency
Cash Optimization & Deployment
Strategic deployment of excess cash reserves
Smarter Asset Location (same risk, better after-tax outcome)
Optimize account types for maximum tax efficiency
ESPP & Equity-Comp Strategy
Maximize value from employer equity compensation
Beneficiary IRA: Compliance, Strategy, and Strong Split
Navigate inherited IRA rules and optimize distributions
2025 Tax Plan: Withholding Right-Size + Offset Gains
Proactive tax planning for the current year
Protection Tune-Up (Life & Disability)
Ensure adequate coverage for life's uncertainties
Estate Plan Considerations
Update estate documents for current situation
Pillar Estate Decisions: One Lump-Sum, and One Pension
Optimize Swiss pension decisions
Cash-Flow & Surplus Routing System
Automate savings and investment contributions
Our Onboarding Process
A streamlined, proven process to get you started on the right foot
Sign Contract & Pay Invoice
Execute the engagement agreement via Adobe Sign and submit payment for the first invoice to begin our partnership.
Account Setup & Data Collection
We'll open your accounts and gather all necessary quantitative data through secure portals and discovery meetings.
Investment Strategy Design
Our team designs your asset allocation, location strategy, and tax-loss harvesting framework tailored to your goals.
Financial & Estate Planning
Comprehensive analysis of income tax optimization, estate planning, and cross-border considerations.
Plan Review & Implementation
We present your finalized financial plan and develop a prioritized implementation roadmap for your most important goals.
Ready to Get Started?
Take the first step toward financial clarity and long-term success with our comprehensive planning approach.