Supportive practice
Financial Planning
A clear, living plan that connects every account, decision, and dollar to the life you actually want. We use it as the daily map for advice — not as a binder on a shelf.
Retirement income design
Sustainable withdrawal strategies coordinated with Social Security, pensions, and tax-bracket management.
Cash flow & savings architecture
Where dollars land, in what order, and how much liquidity to hold across market cycles.
Insurance & risk review
Independent review of life, disability, long-term care, and umbrella coverage — only what's actually needed.
Education & family planning
529s, custodial accounts, and intergenerational gifting structured around your tax picture.
Equity comp & RSU planning
Sell schedules, 10b5-1 plans, and concentration strategy for founders and tech families.
Quarterly check-ins
Plans drift. We rebuild as life changes — new job, new home, new family member, new market.