How Can We Help

Not sure Where To Start?

Whether you're preparing for retirement, organizing important documents, or navigating a major life event, our checklists are here to help.

Checklists

What We Work On Each Month
No matter the season, these are a regular part of our SMB experience.

Our Quarterly Focus
Each quarter brings a new focus as we proactively plan ahead for what matters most.

Annual Service Calendar

How Can We Help You?
Below you'll find who to connect with based on your needs and what each team member can help you with.

Kim is your go-to for day-to-day requests and making sure everything runs smoothly.

- Schedule or reschedule meetings

- Transfers & rollovers

- Update personal information

- Beneficiary updates

- Account view assistance

- Document upload assistance

- General questions

Liana works closely with you on your financial plan and ongoing planning needs.

- Account reviews & performance

- Opening or transferring accounts

- Documents for your financial plan

- Contribution or distribution requests

Sarin leads the planning process and partners with you on major financial decisions.

- Client meetings
- Comprehensive financial planning

- Tax planning strategies

- Estate planning coordination

- Major life transitions

- Investment management

Client Case Studies

Guiding a Client to Early retirement

Our client, a longtime postal service employee, wanted to retire early while turning her side hustle into a sustainable business. Through strategic planning, we helped her optimize her retirement savings and create a clear path to financial independence. With a pension as her foundation and a well-structured plan in place, she retired confidently at 57, allowing her to pursue her passion, travel more, and enjoy more time with family.

Wondering if early retirement is possible for you?

Click below to read the full case study.

Learn more

What Do I Do with My Stock Awards?

Our client wanted to buy a home but wasn’t sure how to best use their company stock. Through strategic planning, we identified an opportunity to reduce their tax liability and manage their equity compensation. By implementing a tax loss harvesting strategy, they avoided a significant tax bill and used the extra cash to purchase a move-in-ready home.

Wondering how to make the most of your stock awards?