- Identify your goals, core values and beliefs

- Advise on account type to use for each goal

- Implement savings plan to actualize

- Know where your money is going

- Allocate cashflow to each of your goals

- Review good vs. bad debt

- Investment management

- 401k/403b recommendations

- Equity compensation (RSUs, Options, etc.)

- Guidance with starting a new business

- Maximize business retirement accounts

- Align business with personal finances

- Identify how much to save to for education

- What type of account(s) to use

- Prioritize and balance with other goals

- Understand your tax situation

- Minimize current and future taxes

- No tax return filing offered (at this time)

- Review existing policies

- Insurance coverage recommendations

- Employer benefits optimization

- Education and guidance on what type of documents may be the best fit for your family

- Matching your wishes to our holistic plan