The path ahead, from first conversation to ongoing work.
A clear path from initial conversation to lasting partnership
A clear path from initial conversation to lasting partnership
The four steps, briefly.
Each step is a decision point, not a funnel. You can step off at any stage, and plenty of good conversations end after Step 01.
Explore Call
A short, no-pressure conversation to see if we're a good fit. You tell me what's on your mind. I tell you honestly whether I can help, and how.
Strategy Session
If it feels right on both sides, we go deeper. I review what you share in advance and we map the questions worth answering first.
The Keystone Method™
Our structured six-month engagement. Four to five working meetings, with analysis and coordination handled by our team between them. Decisions get made and put into motion.
Ongoing Advisory
An optional next chapter, if it makes sense after Keystone. Some clients want continued partnership. Others return only when life changes.
Step 1: The Explore Call
Short. Honest. Low stakes. A conversation, not a presentation. You don't need to arrive prepared, and nothing is expected of you afterward.
LENGTH
Roughly 15 minutes
Long enough to get the picture, short enough that it fits between the rest of your day.
FORMAT
Phone
Usually the easiest way to see whether going further makes sense.
WHAT TO BRING
Nothing at all
No financial documents. No statements. No spreadsheets. We don't need them yet, and the call doesn't depend on them.
PREP REQUIRED
None
Showing up is enough. If something specific is on your mind, you can bring it, but the conversation works either way.
There is no pressure to move forward after the call. If it's a fit, we'll talk about next steps. If it isn't, I'll tell you that directly, and point you toward whatever looks more useful. Either ending is a good one.
Step 2: The Strategy Session
If the Explore Call goes well on both sides, this is where we go deeper. A focused one-hour meeting where I walk you through your priorities and we settle the order of the work. This is where I lead the decisions you've been turning over and where we put the resulting actions into motion.
What this meeting is for:
- Getting a clear view of where you stand today, not in theory.
- Deciding which areas deserve attention first, and why.
- Talking through what comes next if we move forward. Timing, coordination, and what we'd need from you.
What to share in advance:
- Your most recent tax return
- A recent statement for your investment accounts
- Any recent estate documents
- Anything relevant from the business, equity comp, or rental-property side
We'll send a secure link. Nothing gets shared over email.
Step 3: The Keystone Method™
Our structured six-month engagement. Four to five working meetings, with analysis and coordination handled by our team between them. This is where I lead the decisions you've been turning over, and where we put the resulting actions into motion.
Cadence: Four to five meetings over roughly six months, about 60 minutes each. Most of the work happens between sessions, which is the point.
How it flexes: Every client works through the same framework. The emphasis shifts based on what matters most: retirement income timing, Roth conversions, equity compensation, business planning, estate coordination, protection gaps.
Keystone is fully refundable if you decide at any point it isn't the right fit.
The plan sits at the center. Everything else calibrates to it, and nothing gets treated in isolation.
The plan sits at the center. Everything else calibrates to it.
Step 4: Ongoing Advisory
An optional next chapter, if it makes sense after Keystone. Some clients want a continued partnership, with us coordinating the plan, the investments, and the tax work on an ongoing basis. Others prefer to come back only when life changes.
If you continue:
One advisory fee covers planning strategy and investment management. Most clients add tax preparation as well, so strategy, investments, and the return are all handled in the same conversation. Meetings typically settle into a rhythm of about two per year, with the rest of the work running quietly in the background.
See how ongoing fees are structuredCommon Questions We Hear
Getting Started & Prep
The Keystone Method™
Accounts, Assets & Minimums
Fees & How We Are Paid
Taxes & Other Professionals
Meetings, Location & Logistics
Standards, Privacy & Safety
If this sounds like the kind of conversation you want to have.
The Explore Call is the next step. Fifteen minutes, no prep, no obligation. If it's a fit we'll talk about going further. If it isn't, I'll say so directly.
Schedule an Explore Call