We get to know you and your family, connect financial accounts, and gather financial documents.

We draft a net worth and initial cash flow projection, and make sure we have a solid "base case".

Together we identify the key scenarios that seem most interesting or important for you.

We put together a comprehensive plan incorporating those scenarios, and our best ideas and advice.

We agree together on which action items seem most compelling, and which might be deferred or dropped.

We work together for twelve months to implement as much as possible, in concert with your other advisers.

Thereafter, you can retain us to update the plan, stay on top of tax planning, and provide ongoing advice and implementation.