Answers to Frequently Asked Questions
We offer many financial planning and wealth management services to meet your unique needs, including retirement planning, investment management, tax planning strategies, estate planning strategies, wealth transfer, education planning, charitable giving, insurance, and risk management.
We’ve developed a financial planning and wealth management process called RITE. This holistic process helps align four key aspects of your financial life: retirement goals, investment strategy, tax planning, and estate planning considerations, to move you closer to your objectives with every recommendation we make.
Our practice specializes in helping families navigate major life events such as the death of a spouse, receiving an inheritance, changing careers, losing a job late in the late stages of your career, getting divorced, having a child, transferring wealth to heirs, and more.
Our team uses a combination of email, phone, video calls, and in-person meetings to communicate with you based on your preferences. You can always reach out to us directly whenever you have questions or concerns
You will meet with our team 1-3 times per year to discuss any changes to your goals, priorities, or life circumstances and collaboratively review your plan, investments, and progress towards your objectives. Throughout the year, we will be in regular contact via email and phone to answer any questions you may have.
We serve a variety of clients, including business owners, corporate executives, mass-affluent investors, and high-net-worth individuals and families. But our primary focus is on working with families looking to build generational wealth by establishing a multigenerational relationship with our firm. The families we work with are receptive to advice, openly share their goals, and involve their children, grandchildren, and other heirs in the process to educate them and create strong financial habits, helping to see that their wealth and hard work will last for multiple generations.
No, we do not require a minimum account size because we believe no client is too small. We want everyone to have access to financial planning support, regardless of their income or wealth level.
No. We have a large concentration of clients in the Pacific Northwest; however, we do have clients across the country and can serve your financial needs remotely, no matter where you are, with the same level of care and attention to detail that we provide to clients who meet with us in person.
We use a combination of fee-based compensation and commissions, depending on the services and solutions provided. The total cost of working with us depends on multiple factors, including but not limited to the complexity of your financial situation, the amount of investable assets, and your unique planning and solution requirements. Fee discussions are best addressed during discovery consultations, as they allow us to provide a more accurate estimate once we have a clearer understanding of what you require.