Our Process
Our Financial Planning Process: From Confusion to Clarity
We don't wing it. Every engagement follows a proven process designed to cut through complexity and produce lasting results.
Diagnose
Understand where you actually stand
We start by mapping your complete financial reality—income sources, tax exposure, equity positions, liabilities, and insurance gaps. Most importantly, we identify the decisions you've been postponing and the opportunities you've been missing.
- Comprehensive data gathering
- Tax situation analysis
- Equity compensation inventory
- Cash flow and liquidity assessment
Plan
Build a coordinated strategy
With a clear picture of your situation, we build a strategy that coordinates across all dimensions—tax, investments, risk, and major decisions. This isn't a binder that sits on a shelf. It's a working blueprint.
- Multi-year tax optimization
- Equity exercise/sale strategy
- Investment allocation
- Major decision modeling
Execute
Implement with precision
We work alongside your existing professionals—CPA, attorney, estate planner—to implement the strategy. Our role is quarterback, not replacement. We ensure everyone is aligned and executing on time.
- Coordination with your CPA/attorney
- Account restructuring
- Insurance placement
- Document completion
Optimize
Evolve as your life changes
Your income, family, and goals will change. For ongoing clients, we continuously refine the strategy—modeling decisions before you make them and adjusting for new opportunities or challenges.
- Quarterly strategy reviews
- Real-time decision support
- Tax projection updates
- Life transition planning
We collaborate, not compete
You likely already have a CPA, maybe an attorney, possibly an insurance agent. We don't replace them—we coordinate with them. Our role is to be the financial quarterback who ensures everyone is running the same play.
If you don't have these relationships, we can recommend professionals we trust.
Ready to start the process?
The first step is a 20-minute conversation to understand your situation and see if we can help.
Or learn more about our Wealth Map engagement →