Imagine feeling peace-of-mind,
knowing that your financial house is in order and that any unexpected life challenges will be addressed with sound financial solutions.
We're INVESTED IN YOU
Simply stated, we focus on being technologically innovative with deep investment and institutional knowledge, because we believe this is the cornerstone for sound financial advice.
However, it’s our investment in each client that makes the difference.
If our commitment is your peace-of-mind, no shortcut can be taken in how we engage and meet your needs.
There’s no room for compromise. And we take great pride in these ideals.
How we shed light on your situation, step by step
1. Inception
The financial planning process is very data driven and starts by collecting financial data: all holdings, balances, transactions, loans, estimates, assumptions, benefits, coverages, etc. This gives us all the inflows and outflows from which to verify a full picture of your financial life.
2. Budget framework
Next, we extrapolate a “typical month” of spending, generate forward estimates for planning purposes and a budget framework to track against.
3. Review & Future
Then we dive even deeper into what’s important to you: your goals, nice-to-have’s and other future plans and requirements. We share other considerations — from experience with similar clients — that you might not have mentioned.
4. Plan Development
From here, we develop a financial plan with quantifiable paths for moving forward. The plan becomes our base, against which we tie future conversations and edit as life takes new forks in the road.
5. ongoing plan
If we decided to keep working together after the first year. This is what you can expect:
Topics we can look at
Your Financial Plan is devised from scenario feasibility analysis of each approach based on any number of following considerations that make up your financial story:
Making It Happen
We evaluate all considerations relevant to you and your circumstance, ensuring there is a sound long-term plan for handling inflows and outflows, efficiently allocating investments, maximizing benefits provided at work, and reviewing all risks and opportunities in your financial life.
Our goal is to boil complicated topics down to their basic considerations in order to create joint understanding and selection of the most sound financial decisions for you. No decision is too complex nor too minor, even considerations around getting a dog, as our goal is to be a voice of reason in light of what is important to you.
how We can serve you
Planning and investments
If assets managed are over $750K
If you need help with financial planning and investment management (and the investable amount is over the minimum $750,000), we will only charge a percentage of your Assets Under Management based on chart here.
Planning Only
Starting at $7,500 per year
Annual fees will depend on complexity. Best fit for folks with assets that cannot be managed by an advisor, or handle their own investments.
Comprehensive Family Estate Planning
Our extensive background serving ultra-high-net-worth families of multiple generations lends to an understanding of the importance of not only tax and wealth preservation but also on keeping family relationships healthy for generations. When the estate planning process involves multiple generations, there are more intricate discussion points to ensuring smart financial decisions for you, your children and your aging parents.
Expat Planning
As a foreign citizen (Swede) living and working in the US, we are well-versed in planning for clients with cross-border earnings and portfolios — whether the clients live abroad and have a US-based portfolio or are foreign citizens living in the US. Having valuable partnerships with experienced international tax attorneys and CPAs ensures we offer clients the most up-to-date reporting requirements for all applicable situations.