Become a Client
Who We Serve Best
While everyone faces retirement questions, our one-on-one work is designed for people within 3 years of retirement (or recently retired) with $2-10 million in investable assets who:
Are comfortable
delegating the details
Want to work with a specialist
Want a guide who
knows your story
If you're ready to hand off the complexity and get back to living, we'd love to be your partner.
What to Expect
Step 1
A Conversation
A no-pressure 30 - 45 minute conversation to see if we might be a fit.
We'll explore:
+ What you're hoping to accomplish in retirement
+ How we work and our process
+ Questions you have about working together
Step 2
Early Insights
A more focused, 45 - 60 minute conversation where we’ll:
+ Review your current financial situation and share our initial observations
+ Discuss whether our partnership makes sense for both of us
+ Outline a preliminary approach to organizing your accounts
+ Determine if and how we'd work together
We'll ask you to gather some basic financial information before this meeting so we can have a more meaningful conversation.