Personal financial planning, built around the moment.
Four planning services for founders, executives and their families. Each is built for one turning point, and each can be delivered as a one-time plan, a year of ongoing planning or focused hourly advice.
Start with the moment you’re facing
Four moments. Four plans.
Pick the moment you’re facing. Each page explains the problem, how we plan for it and what it costs.
Ways to work with us.
We are paid by the engagement you choose, set out in writing before any work begins.
| Engagement | Fee | What it covers | Used for |
|---|---|---|---|
| Flat fee | Quoted | A complete plan across the six pillars, with a six-month review. | Executive and Special Needs Financial Planning |
| Subscription for Executives | $1,250 / month* | A year of planning meetings, pillar by pillar, with quarterly investment reviews and coordination with your tax and estate professionals. | Executive and Special Needs Financial Planning |
| Subscription for Founders | $2,000 / month* | Everything in the executive subscription, plus the personal side of an exit, including hypothetical exit models built on your business valuation. | Founders and business owners |
| Hourly | HourlyRate in your engagement letter | Focused advice on one question, and expert witness work. | Exit Planning and Divorce Financial Planning |
*Subscriptions require a 12-month engagement. Full fee details are in our Form ADV Part 2A.
Everyone, coordinated.
Our team sits between you and your other advisors: your CPA, estate attorney, insurance advisor, broker and, when you sell, your investment banker. We share one plan with each of them, so no decision undoes another.
We keep to personal planning. When the business itself needs work, we bring in our partner firms: Founder’s Accounting for the books and the business side of an exit, Value Creation Consultancy for building value, and Sell Side Securities for the sale process.
One process under the full plans.
Executive and Special Needs Financial Planning follow the Pillar Planning Process™: six pillars, reviewed together. Exit and Divorce Financial Planning are focused engagements built around their own questions.
Plan, Design, Analysis™
- Retirement planning
- Education planning
- Cash flow review
- Executive compensation and pension analysis
- Insurance gap analysis
- Asset allocation, tax and estate plan review
General Financial Planning™
- Personal financial statements and ratios
- Personal debt and credit review
- Cash reserve structure
- A funding process for every goal
- A travel hacking guide to make the most of your travel perks, benefits and points
Insurance Planning™
- Life and disability
- Long-term care (over 55)
- Health benefits
- Property and casualty
Investment Planning™
- Current allocation, diversification, risk and concentration
- Tax location
- New allocation and risk strategy
- Security-level recommendations
Tax Planning™
- Retirement tax strategy
- Gifting strategy design
- Taxable account tax location
Estate Planning™
- Will, trust and letter of intent review
- Powers of attorney and advance medical directive review
- Gift strategy review
Questions we hear
Which service is right for me?
Start with the moment you’re facing. If you’re not sure, book a Discovery Meeting and we’ll tell you which engagement fits, including when a different firm would serve you better.
I’m a founder. Is Executive Financial Planning for me?
Yes. Every founder is an executive too. The Subscription for Founders adds the personal side of preparing for and completing an exit to the full executive plan.
Can you work alongside my current financial advisor?
Yes. Exit Planning and Divorce Financial Planning are offered hourly for exactly that reason: you keep your advisor and bring us in for the question at hand.
Why do subscriptions require 12 months?
The Pillar Planning Process™ works through six pillars in turn, and each typically takes 45 to 60 days around busy schedules. That takes about a year. After the first year, the plan keeps evolving rather than starting over.
A better future starts today.
A Discovery Meeting is complimentary and carries no obligation.