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Our Typical Client

We have found that our clients can be extremely busy.  They also tend to be family oriented, talented and career focused.  They take pride in their work, and expect the same consistency and accountability in the client/advisory relationship that is encountered in their professional lives.

Our process is customized to their needs, flexible with their schedules and fee for value competitive.

Common Action Items & Financial Planning Topics/Questions:

Hot Button Action Items:

  • 401(k) rollovers
  • IRA investing 
  • Inheritance investing
  • Stock award diversification and investing

Financial Planning Questions:

  • Right now, am I maximizing my wealth accumulation opportunities?
  • Can you help me fully understand my company incentive benefits and how that impacts me?
  • I plan on retiring early, what are my options?
  • Are there strategies to prepare for my ongoing and growing tax obligations?
  • We regularly gift to our favorite charities, is there a more tax efficient way to accomplish this?
  • If my job security changes, am I prepared?
  • Are we insulated from sudden and ongoing changes in my company stock?
  • Do you recommend a favorite wine club in Washington or California that I must join?