Things worth reading before you need them.
Short, plain-language pieces on the decisions that come up most. No gated downloads and no newsletter you can't leave.
Start here.
The first 90 days after a job change
Rolling over the old plan, picking new benefits, and what to do with the equity you were granted.
Coming soonSeven thousand is seven thousand
The mental math that shrinks a Roth contribution — and what the same dollars are actually worth in each account.
Coming soonYear-end tax checklist
The moves that have to happen before December 31, and the ones that can wait until April.
Coming soonSocial Security timing, honestly
What the break-even math does and doesn't tell you, and why the answer depends on your spouse.
Coming soonWhat are you actually spending?
A one-page way to find the number without tracking every coffee for a year.
Coming soonReading your own portfolio
How to tell what you own, what it costs, and whether it matches your timeline.
Coming soonNotes from the desk
Occasional writing on markets, taxes, and the decisions in front of clients this season.
Coming soonAsked often enough to write down.
Do I need a certain amount of money to work with you?
No. We don't set an account minimum. What matters more is whether you want an ongoing relationship or a one-time answer — both are fine, and we'll tell you which we think fits.
Do you manage investments, or just write the plan?
Either. Some clients want the plan and handle the accounts themselves. Others would rather hand over the rebalancing and tax work. The planning is the part we won't skip.
Will you work with my CPA and attorney?
Yes, and we prefer it. We don't file returns or draft documents. We do make sure the three of us are working from the same plan instead of three different ones.
What does the first meeting cost?
Nothing. It's an hour to hear what's on your mind and tell you honestly whether we're the right fit. There's no pitch at the end of it.
How often will we actually meet?
Usually a few times a year, with more contact in the year we build the plan and around big decisions. You can call in between; that's what the fee is for.
What happens to my plan if something happens to you?
We have a written continuity arrangement with another registered firm so your accounts and your plan don't go unattended. We'll walk you through it before you sign anything.
Start with a conversation.
A free hour, no pitch. You tell us what's on your mind; we tell you honestly whether we're the right fit for it.
Book a conversation