The Keystone Method™

A six-month build that helps turn complexity into clarity.

Get Started With an Explore Call

The Four Connected Steps

  1. 1
    Explore Call
    A short intro to confirm fit and goals
  2. 2
    Strategy Session
    Identify key priorities and next steps
  3. 3
    Keystone Method
    A six-month build that connects every piece
  4. 4
    Ongoing Guidance
    Planning • Tax • Investment Management

Inside the Keystone Method™

Month 0–1: Kickoff & Early Wins

Validate priorities, gather essentials, and address straightforward improvements.

Months 1–5: Working Sessions

Focused meetings on the areas that matter most to you; we handle most coordination between meetings.

Month 6: Alignment Session

Brings the work together into a coordinated view so your financial system is organized and connected—not just outlined on paper.

One Process — Three Levels of Depth

Every household begins with the Keystone Method™. The framework stays the same; the depth flexes based on your complexity.

Keystone Foundation

$4,000 flat fee

For households looking to establish structure and organization while ensuring the fundamentals of their financial life are in good order.

Primary areas of focus (flexes by situation):
Vision Investments Cash Flow Integration

Additional topics addressed as relevant.

Typical topics within this engagement:
  • Portfolio review and tax-aware investment alignment
  • Retirement income planning or savings framework
  • Insurance and estate basics reviewed for consistency
  • Action checklist and clear next steps
Most Common

Keystone Comprehensive

$6,000 flat fee

Our standard engagement—built for households balancing multiple goals, accounts, and professionals.

Primary areas of focus (flexes by situation):
Vision Investments Tax Planning & Strategy Estate Planning Risk & Protection Cash Flow Integration
Typical topics within this engagement:
  • Coordinating tax and investment strategies
  • Cash-flow planning for saving, spending, or equity compensation
  • Estate document creation and beneficiary alignment with assets and accounts
  • Insurance review and recommendations across all coverages
  • Professional coordination with your CPA and attorney (or ours)

Keystone Integrated

$12,000 flat fee

Reserved for entrepreneurs and complex households managing multiple entities, trusts, or advanced planning needs that require close collaboration among advisors.

Primary areas of focus (flexes by situation):
Vision Investments Advanced Tax Strategy Entity & Retirement Design Estate Planning Risk & Protection Integration
Typical topics within this engagement:
  • Tax strategy and entity design spanning business and household
  • Owner pay structure, profit distribution, or retirement-plan design
  • Liquidity, acquisition, or succession planning considerations
  • Coordination across business, personal, and legacy strategies
  • Collaboration with external professionals for complex or multi-family scenarios
Schedule Your Explore Call

Why the Keystone Method Works

✓
One team, one view. Planning, tax, and investing connected under one framework.
✓
Depth where it matters. We focus on what drives the most impact—no wasted complexity.
✓
Collaboration built in. We work directly with your CPA and attorney so strategy and action align.
  • Better coordination between taxes and investments
  • Estate plan aligned with accounts and beneficiaries
  • Protection gaps identified and addressed
  • Clearer retirement income strategy
  • Smoother business-to-personal wealth transitions
The Keystone Method flexes for your stage of life — same structure, tailored priorities.

How It Flexes

Your path stays personal.

Inside each engagement, we emphasize the areas that matter most right now.

Emphasis on tax timing, cash flow, and reinvestment strategy.

More depth on estate, income, and protection planning while keeping tax and cash flow aligned.

Frequently Asked Questions

  • Can I start with one area, like tax or retirement income?

    Yes. Many clients begin with a specific goal and expand once they see the benefit of full coordination.

  • Do I have to move investments to work with you?

    No. We can advise on held-away accounts, though integrated management often streamlines strategy.

  • What happens after the Keystone build?

    Most clients continue with Ongoing Guidance—planning, investment management, and tax preparation coordinated under one relationship.

Ready to see how the Keystone Method™ could work for you?