YOU HAVE FINANCIAL PROJECTIONS.
But you don't have the full range of stress tests and scenario tests. And you lack a clear multi-year strategy and a brainstorming partner.
You don't want to build personal projections.
You don't want to ask friends or coworkers for personal advice.
You haven't found anyone yet to trust as your discussion and brainstorming partner.
You haven't found anyone your spouse will trust for external validation.
YOU NEED AN EXCEPTIONAL PLAN.
You need more than "delay Social Security" and "consider Roth conversions." You need specific, actionable advice.
We don't make tax decisions based on gut feel during the last few months of the year; we fine-tune and implement your coherent, pre-tested multi-year strategy.
We can help you decide about 83(b) elections, planning for liquidity/exit, tax benefits of trading strategies, and net unrealized appreciation.
And, to manage family gifts and estate tax, we can help you to evaluate, create, and manage irrevocable trusts of all kinds (in concert with your other professionals).
We provide all the information and advice you need to make more effective financial decisions. We do not provide investment advice, and we do not manage investments.
WE MANAGE THE ONGOING PROJECTS.
We boil it all down into an ACTION PLAN with specific steps listed, responsible parties identified, and priorities spelled out.
That ACTION PLAN becomes the focus of our relationship. We keep you on track and we do all we can to move things along.