Our ServicesWhat we Do Best
We are a one-stop source for all your financial service needs. We provide customized financial planning, investment management, and tax services.
In-depth analysis and recommendations in the following areas: net worth, cash flow, taxes, employee benefits, retirement planning, insurance, investments, college planning, and estate planning.
Based on a customized Investment Policy Statement (a.k.a. IPS), assets are allocated in a low-cost, tax-efficient, globally diversified portfolio. We regularly monitor your allocation and rebalance as needed.
As an Enrolled Agent (EA), we offer tax preparation as well as an add-on service (ONLY to our Financial Advisory Clients). If you are happy with your current accountant or if you are a do-it-yourself tax preparer, we are perfectly fine with it.
OUR VALUE TO YOU
Plan your Financial Future
We will help create a roadmap for you to achieve your financial goals: Whether it is to save for your first home, to save for your kids’ education or retirement. We will then help you to stay focused and execute according to the plan.
Manage your Investments
We will develop a written statement of your long-term investment objectives and provide a framework to handle your investments. Based on this framework, we will invest and manage your money in a low-cost, tax-efficient portfolio.
Organize your Finances
We believe organizing finances is fundamental to financial success. Accordingly, We will help you to consolidate accounts, to develop net worth and cash flow statements, to set financial goals, to create a budget, and to track spending.
Provide dedicated service
Exceptional client service is at the forefront of our agenda. We will take the time to listen to you and answer all your questions. Our initial consultation is always FREE. We strive for ethical and trusted long-term relationships.
comprehensive financial planning
Financial planning is not a one-time activity. Nor it is about delivering you a stack of documents to go through. It is about parnering with you and empowering you with the knowledge and tools required so you can make sound financial decisions, achive your financial goals – throughout your life.
Once you decide to work with us, we will schedule two separate meetings with you to gather your financial data and to understand your financial goals. We will then go back, analyze and develop a comprehensive financial plan unique to your situation. The plan and recommendations will be reviewed with you in ~ 8-12 weeks from the time we agree on the scope.
We will schedule formal meetings each quarter to follow through the progress. During these meetings, we will review changes in your financial data and your financial goals. To the extent there are changes, we will revise the plan summary as needed. We will close out the meeting by identifying immediate next steps for the upcoming quarter.
As our comprehensive planning client, you will have collaborative access to your unique personal finance website. We work with you to help you execute on the plan recommendations. You have unlimited access to our time to get answers to any questions you may have throughout the year – all you need to do is schedule an on-demand consultation with us.
Here is how our process works
Here is how our process works
Ready to take the next step?
Our initial consultation is always FREE. I am confident the meeting will give you an opportunity to learn more about what I offer, and how you could benefit from my services.