The Good News
We’ve done a lot of the heavy lifting for you already.
YOU’LL HAVE ACCESS TO STEPHANIE’S TEAM THAT GETS AND SUPPORTS YOU
We’re unified team of credentialed, financial experts across multiple financial disciplines.
How we'll work together
We offer clear, straightforward, and practical advice.
Being a registered fiduciary means we're accountable to serving your needs first—never to outside sales goals or with conflicted interests.
You can leave all the complexities of your benefit plan and the latest financial trends and regulations to us. We'll point you to what matters most and translate everything for you so you have peace of mind in your financial decisions.
IT STARTS WITH CREATING YOUR OWN INTEGRATED FINANCIAL PLAN
When you select us as your financial planner, we'll advise you on how your assets, savings, and employee benefits can all work together. Our certified financial planners are equipped with the most comprehensive financial planning technology.
Our process is straightforward:
Listen to who you are and what you're pursuing
Present you a personalized plan across relevant financial categories
Implement and service your plan
Provide you access to our unified team of credentialed financial experts
YOUR personal concierge when it comes to your benefits
We take on as many administrative aspects as possible to manage your benefits. We exercise options and stock sales, implement 401(k) investment changes, handle reimbursements for financial services, and remind you of important benefit dates.
Our involvement increases accuracy, reduces your time spent, and helps you engage in your benefit plan in a greater way.
We can answer any of your questions along the way
When should I exercise my stock options?
Can I afford to buy a bigger home? A vacation home? A bigger vacation home?
What are my education funding options for my kids?
My money is scattered in different places. How can I access it if I want to do something with it?
CLIENT SUCCESS STORIES - NEED TO NIKE-FY
When your financial plan starts working, there’s harmony, balance, structure, and that’s only the beginning…
RESTRUCTURED DEFERRED COMPENSATION PAYOUTS TO LINEUP WITH RETIREMENT TIMELINE AND INCOME
REFINANCED A PRIMARY AND SECONDARY MORTGAGE ON A RENTAL PROPERTY
DEFERRED THE SALE OF A RENTAL PROPERTY GENERATING CAPITAL GAIN INCOME, TO A MORE BENEFICIAL YEAR
USED INDIVIDUAL INVESTMENT OPTIONS POSITIONED FOR GROWTH VS. RELYING ON TRADITIONAL TARGET DATE FUNDS
REALIZED $85,800 OF INCOME AT 0% CAPITAL GAINS BY MANAGING INCOME FROM INVESTMENTS
The Team Behind You
Meet some world-class human beings.
This isn't another digital interface or automated system. When you work with us, you're interacting with real humans. You will have direct access to a unified team of credentialed experts across multiple financial disciplines who are invested in growing your financial skills, knowledge, and confidence.