How We Work With You
When we meet with you, the first thing we will do is perk up our ears and listen.
We have a keen interest in hearing your goals, needs, and dreams. We want to understand how finances fit into your whole story. We want to know what gets you out of bed in the morning. Then we look for ways to strengthen your financial position based on details that are unique to you.
Once we have a 360-degree view of your finances—and how finances fit into the rest of your life—we develop your unique plan by applying evidence-based, mathematical techniques designed to maximize returns and minimize taxes for your specific circumstances.
If you want to live your life off leash, free from worry about your finances, we would love to work with you.
More about our clients
Most of our clients are within about 10 years of retirement or have already retired, however we happily work with individuals and families at any life stage.
We are an independent, fiduciary, fee-only financial advisor in Bellevue, WA. We do not receive commissions or any other indirect payments. As a fiduciary, we are legally required to put your interests first.
Our fee structure works best for investors who have at least $1 million in investment assets, and it’s a really good value for investors who have $2-$10 million or more.
If this sounds good to you, email or give us a call. We don’t bite, and we would love to sit and stay with you awhile to explore whether we can be of assistance.
