Start With a Simple Conversation
Start with a free 30-minute chat. Come as you are, bring nothing but yourself, and we'll have a relaxed conversation about your situation.
Book Your Free Assessment
Pick a time that works for you and we’ll have a relaxed conversation about your financial future.
We're Financial Advisors That Do Our Best Work With...
Tenured Costco Professionals
Tenured Costco professionals who have accumulated $1m+ in their 401k and hold considerable COST stock.
Small Business Owners & Tech Employees
Business owners and tech professionals with more complex financial situations.
Pre-Retirees and Retirees Planning Ahead
Those planning for retirement or already retired who want clarity around income and planning.
A Roadmap for Your Financial Plan
After your initial conversation, we’ll walk you through a clear process designed to help you move from questions to a structured financial plan.
Retirement Income Planning
How much can you spend in retirement without running out of money based on your income, savings, and investments?
Investment & Portfolio Review
Are your investments aligned with your goals and risk level—and properly diversified across accounts?
Tax Strategy & Coordination
How can your investments, income, and withdrawals be structured better, and how do we coordinate with your CPA?
Our Process Overview
No pressure, no rushing. We move at your pace—and every step is designed so you can see exactly what working together looks like before committing to anything.
Discovery Call
A complimentary, no-obligation call to get to know each other. We want to understand your goals and situation—and you should walk away knowing exactly how we work and whether we might be a fit. No decision needed.
Book Your Free CallFirst Planning Meeting
We dig into your full financial picture. You'll share key documents, we'll ask the right questions, and we'll begin building a tailored plan—so you can see firsthand what working with us actually looks like.
See The Plan, Then decide
After the first planning meeting, you'll have a real look at what a complete financial plan looks like for your situation—built around your goals, not a template. If it resonates, we move forward together. If it doesn't, you walk away with valuable clarity and no hard feelings.
Complete Your Financial Plan
We work through five interconnected planning areas—retirement, cash flow, investments, taxes, and estate—so every decision is connected to the full picture of your life.
We Stay With You
Regular reviews, proactive outreach when things change, and always accessible between meetings. Your plan evolves as your life does.
Ready To Take The First Step?
Grab a time that works and we'll chat through where you're at and what you're working toward. No agenda, just a good old-fashioned conversation.
.avif)
Our FAQs
Got questions? Dig into the ones we hear most—from planning and investments to what ongoing guidance actually looks like for Costco professionals, small business owners, and tech employees.
Who do you work best with?
We work with people from all walks of life, typically with $1 million or more in investable assets — and are ready to hand off the complexity to someone they trust. Many of our clients are Costco professionals, tech employees, and small business owners who've spent decades building wealth and now want a clear, confident plan for what comes next.
What fees can I expect?
We charge a percentage of the assets we manage on your behalf, debited directly from your account. No commissions, no product kickbacks, no hidden fees. You'll always know exactly what you're paying and what you're getting for it.
Are you a fiduciary?
Yes—always. As a fiduciary, we're legally required to put your interests above our own. In practice, that just means we give you the same advice we'd give a close friend or family member.
What are your services?
We handle the full picture: retirement income planning, investment management, tax planning, Social Security strategy, estate coordination, and insurance review. The goal is to take as much off your plate as possible so you can focus on actually enjoying retirement.
How do I get started?
It starts with a discovery call — a relaxed conversation to learn about your situation and make sure we're a good fit. If we are, we'll walk you through exactly what working together looks like and map out a clear path forward.
Book a Free Assessment Today
Set up a relaxed, no-pressure call to talk through your situation, your goals, and what comes next.
Our calls are always stress and pressure free—guaranteed!
