Exactly What Happens, Step by Step
A clear path from initial conversation to lasting partnership
A clear path from initial conversation to lasting partnership
The Four Steps at a Glance
Explore Call
A quick conversation to understand your goals and confirm fit.
Strategy Session
A collaborative discussion to surface key opportunities and outline your best-fit path.
The Keystone Method™
Four to six months of guided working sessions designed to focus deeply on your priorities while fitting them into the bigger picture.
Ongoing Advisory Relationship
Continue with planning and strategy, investment management, and tax preparation—all integrated in one advisory relationship.
Step 1: Explore Call
A short, no-pressure conversation to understand what brought you here and confirm whether moving to a Strategy Session makes sense.
You'll leave understanding:
- The next step in the process
- What we'll prepare for you
- What information we'll ask you to upload
Step 2: Strategy Session
A focused one-hour meeting where we talk through your priorities, identify opportunities and tradeoffs, and show how the Keystone Method™ would flex for your situation.
What you can expect:
- A clear view of where you stand today
- Which areas we'd prioritize first
- What happens next — timing, coordination, and your role
Before the session, we'll ask you to securely share:
- Your most recent tax return
- A recent statement for your investment accounts
- Any recent estate documents
- Any business, equity comp, or rental details that may be relevant
Step 3: The Keystone Method™
Over 4–6 months, we'll guide you through working sessions that align and coordinate the right areas in the right order.
Cadence: 4–6 meetings, about 60 minutes each. Most of the work and coordination happens between sessions.
How it flexes: Every client follows the same framework, but the emphasis shifts depending on your needs — retirement income timing, equity compensation, business planning, estate coordination, or protection gaps.
The Keystone holds your entire financial plan together
Step 4: Ongoing Advisory Relationship
After the Keystone Method™ is complete, you can continue with us in a long-term relationship. One advisory fee covers planning strategy and investment management, and many clients also add tax preparation so their strategy, investments, and tax returns are all handled together.
The meetings you need to attend typically scale back to about two per year, with the rest of your strategy, investment, and tax decisions managed by our team.
How ongoing fees workCommon Questions We Hear
Getting Started & Prep
The Keystone Method™ (Six-Month Build)
Accounts, Assets & Minimums
Fees & How We Are Paid
Taxes & Other Professionals
Meetings, Location & Logistics
Standards, Privacy & Safety
Ready to Take the First Step?
No pressure, no commitment. Start with an Explore Call and see if we're the right fit for your situation.
Schedule Your Explore Call