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Everything your money has to do, in one plan.

Four practices, one team, one written document. Start with any of them — they all connect.

A tidy desk with a laptop and notebook set for an investment review meeting.

01 — INVEST

Investment Planning

Diversified, low-cost portfolios built around your plan — not headlines. We set your allocation from your retirement date, rebalance for you, and explain every holding in plain words.

  • Allocation tied to your plan, not your age alone
  • Tax-aware rebalancing across every account
  • 401(k) and equity-comp coordination
Start with Investments

Explore Investment Planning

A bright modern room with a whiteboard used for retirement planning workshops.

02 — RETIRE

Retirement Planning

Your retirement date, your monthly income, your withdrawal order — modeled year by year and stress-tested against bad decades, so the date on the plan is a date you can trust.

  • Retire-when modeling with Social Security timing
  • Withdrawal sequencing across taxable, IRA, and Roth
  • Two-year cash wedge so markets can't force sales
Start with Retirement

Explore Retirement Planning

Close-up of a financial graph being reviewed with a pen during tax planning.

03 — TAX

Tax & Compliance

Led by a former Big Four CPA. Roth conversion windows, bracket management, and equity-comp timing — planned years ahead, coordinated with your tax preparer.

  • Multi-year Roth and bracket-fill strategy
  • RSU, ISO, and AMT timing for executives
  • Charitable bunching, QCDs, and donor-advised funds
Start with Tax

Explore Tax & Compliance

A glass-walled conference room overlooking the city, set for a legacy planning meeting.

04 — LEGACY

Wealth Management

Wills, trusts, beneficiaries, and giving — plus buy-sell planning and succession for business owners. Built with your attorney, kept current as life changes.

  • Estate documents reviewed and kept current
  • Beneficiary audits on every account
  • Business transitions on your timeline
Start with Legacy

Explore Wealth Management

How It Works

From first call to written plan in 30 days.

STEP 01

Discovery call

Thirty free minutes. Your goals, your numbers, and an honest answer about fit.

STEP 02

Deep dive

We gather every account, policy, and tax return — securely, in under an hour of your time.

STEP 03

Written plan

Your full plan in plain language: date, income, investments, tax moves, next steps.

STEP 04

Review & adjust

Twice-yearly reviews plus a call whenever life moves. Flat-fee options on our pricing table.

FAQ

Questions we hear every week.

How do you charge — and what does it cost?

Flat fees, agreed in writing before we start: $350 for a focused review, $650 for a complete written plan, $950 for executive and business-owner engagements. No asset percentages, no commissions.

Is there an account minimum?

No. Planning engagements have no minimum — if a $650 plan saves you a single tax mistake, it has paid for itself many times over.

Do you replace my CPA or attorney?

No — we coordinate with them. Priya (a CPA herself) speaks their language, and your estate work stays with your attorney. We make sure nothing falls between desks.

What happens in the first meeting?

Thirty minutes, free, in person or by video. We ask about your goals and timeline, sketch what a plan would cover, and tell you plainly if we're not the right firm.

Where are your clients located?

Our office is in Chicago, and we serve 480+ households across 31 states — most reviews happen over video, same quality as the conference room.

What happens after the plan is delivered?

Twice-yearly reviews, an annual tax-planning pass, and a direct line whenever life changes. Clients stay because the plan stays current — 96% of households do.

Get Started

One plan. Every account. Zero guesswork.

Book a free 30-minute call — we'll map your next three moves whether you hire us or not.

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