First, we specialize in helping mid-career professionals and families with young children get their financial planning "house in order".  Many of these clients are seeking the guidance of an advisor for the first time, and many look to us to help them better understand their stock options, RSUs, ESPP, 401(k), employee benefits, and/or existing investment accounts.  Many clients are also planning around a recent marriage, a home purchase, or the birth of a child, and they are looking for a "financial planning checklist" of the top priorities they should be addressing in light of these key life changes.  Our goal is to develop a cohesive strategy for each client and then work with them to implement their plan and track their progress over time.

Second, we specialize in helping later-career professionals plan for income distribution in retirement.  Helping our clients understand how to effectively consolidate and manage their various retirement investment accounts is a key first step, but more importantly, we develop tailored plans that identify how long they may need to work, how much income they can afford to retire on, and how they can ensure their assets and their income last as long as they do.  Our planning incorporates how to get the most out of Social Security and Medicare, how to plan for the unexpected, and how to make sure retirement income planning aligns with longer term legacy goals and estate planning as well.

By focusing on what matters most to our clients, we put together a strategy and work together each year to achieve their goals.