BOOK YOUR FREE STRATEGY SESSION

Our Process

Your Path to Financial Peace of Mind

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Step 1
Talk to an expert advisor
net-worth
Step 2
Get your whole financial picture analyzed
plan chart
Step 3
Put a plan to reach your goals into action
todo impact
Step 4
Get on-going support whenever you need it

Meet with your dedicated CFP® Professional for a Free Strategy Session

  • Meet the advisor who you'll work with 1:1 throughout your financial journey.
  • Discuss goals, dreams, and anxieties in a free strategy session.
  • No pressure, just expert advice tailored to you.
  • All our advisors are CERTIFIED FINANCIAL PLANNER™ professionals, with a fiduciary duty to act in your best interest.
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Katy Song
CFP®
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Adrianna Adams
CFP®
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Brian Matthews
CFP®
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Mitchell Kotheimer
CFP®

We analyze your whole financial picture

We don't just look at the numbers; we bring your financial picture to life.

This involves an in-depth review and strategic calculations that create a roadmap to your goals.

Your dedicated advisor will analyze your whole financial life and build a personalized model and step by step plan just for you.

Your model is at the heart of our service. It’s a completely personalized balance sheet built around your spending, income, investments and net worth.

financial-picture

Your model includes

Net Worth

Chart your course. Identify what's needed to achieve your financial dreams.

how well are you

Cash Flow

Explore all those “What ifs” that can keep you up at night. See how different life events - dream home purchase or bonus changes impact your financial goals.

cash flow analysis

Current Expenses

Your advisor analyzes everything, distills it down and categorizes it all.

Ever wondered if you spend too much on Amazon or how much you should be spending on travel? Here’s your answer.

cash flow analysis

Revised Spending Plan

Unlock your financial possibilities! Our analysis reveals spending and saving areas, empowering you to:

  • Optimize your lifestyle. Cut costs without sacrificing quality (perfect if running a deficit).
  • Splurge wisely. Identify areas for guilt-free fun (a new car or ski adventure).
personal expenses comparision

Investment Analysis

  • What’s in your 401K?
  • How much of your wealth is tied up in your RSUs?
  • What % of wealth should be liquid and where should the rest be invested?

Get answers to these questions and a comprehensive view of your investments.

investment analysis

Goal Based Planning

We take your goals and build a plan to make them a reality.

  • How do we buy a new house in the net three years?
  • What do you need to do to retire at 50 instead of 65?

You tell us what matters, we’ll help you get there.

goal based planning

We build a unique plan for you

No two plans are alike—yours will be tailor-made to chart a clear path towards your goals.

In this step, we tailor every piece of advice, ensuring every recommendation not only aligns with your current situation but also propels you towards the future you envision.

Step by step, we lay out what it takes to reach your milestones, always mindful of how you choose to live your life, creating a path that is uniquely yours.

unique plan for you

Your plan includes

The Bottom Line

The amount of money required to sustain your lifestyle and identifies any gaps which would prevent you from achieving your goals.

bottom line

Your Goals

We connect our recommendations to your goals so you can clearly see what you need to do to achieve what’s important to you.

your goals

Asset Overview

You assets are reviewed against your goals and recommendations are made to:

  • Make your money work for your goals.
  • De-risk your portfolio.
  • Improve your tax-efficiency.
  • Increase your returns.
asset overview

Your To-Do List

A simple and easy to complete list of actions to get you on track to live the life you want.

What’s more satisfying than crossing things off a to-do list!

your-to-do-list

Putting Your Plan into Action

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All Plans have a 90 Minute Delivery Session

  • Your advisor walks you through your customized plan, explaining each step clearly.
  • Nothing is set in stone at this stage. You and our advisor can edit the model and plan accordingly to make sure it fits perfectly with your life goals.
  • Leave with complete confidence and a roadmap to financial success.

On-going support whenever you need it.

Unlimited support, zero stress. Get on-going support with calls, meetings, and hourly sessions whenever you need it. No recurring fees.

Our objective is to help you reach your goals and live your dream life, minimizing stress and maximizing success. Our commitment to ongoing support ensures that, whatever your tomorrow looks like, we are there to guide you through it—every step of the way.

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Your plan includes

One Page
Plan
icon
Strategic
Plan
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Comprehensive
Plan
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Intake Session
60 min. Zoom Meeting
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Plan Delivery Session
90 min. Zoom Meeting
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Email
Have questions? Want help making a change? We're here.
Unlimited
Unlimited
Unlimited
Phone Access
Have questions? Want help making a change? We're here.
One month
One month
Six months
Coaching Session
60 min. Zoom Meeting
Add on ($300)
Add on ($300)
2 complimentary sessions
Annual Plan Updates
Add on ($500)
Add on ($500)
Add on ($500)

Unlimited Direct Access

Your Certified Financial Planner™ (CFP®) is just a call or email away. This unlimited access ensures you are always supported, allowing you to:

  • Get answers to your questions promptly.
  • Discuss financial concerns whenever they arise.
  • Receive guidance on specific situations without delay.

Coaching Sessions

  • Get expert support to execute your financial plan.
  • Seek advice on immediate financial decisions.
  • Discuss strategies to pivot or adapt your plans.

Annual Plan Updates

To ensure your financial plan remains aligned with your evolving life and goals, we conduct annual plan updates.

These updates empower you to:

  • Adapt your financial strategy to changes in circumstances or objectives.
  • Keep your financial plan in sync with your life’s trajectory.
  • Make informed choices with the most current information at hand.
We Don’t
give cookie-cutter advice, our plans are highly specific to you and your goals
push you to buy products
charge assets under management (AUM) fees
get paid based on your products, our advice is completely unbiased
require you to move your assets to Domain Money
have minimums
judge, ever
give cookie-cutter advice, our plans are highly specific to you and your goals
push you to buy products
charge assets under management (AUM) fees
get paid based on your products, our advice is completely unbiased
require you to move your assets to Domain Money
have minimums
judge, ever
give cookie-cutter advice, our plans are highly specific to you and your goals
push you to buy products
charge assets under management (AUM) fees
get paid based on your products, our advice is completely unbiased
require you to move your assets to Domain Money
have minimums
judge, ever

Meet your financial advisor

Get started building a financial plan today.

Congratulations! You've been added to our waitlist!