An Engineer’s Approach to Financial Planning

Partner with a dedicated advisor – augmented by the industry’s leading financial planning technologies – to quantitatively define your goals, track where you are on your path to meeting those goals, and use customized Playbooks to reach your goals faster.

• Comprehensive financial planning service with no AUM requirement
• A dedicated advisor who will work with you to build and implement personalized Playbooks of recommended Systematic Enhancements to optimize your outcomes
• Access and update your plan anytime through an award-winning financial planning platform

We believe a systems-based, methodical approach to financial planning leads to the best client experience and optimal outcomes. We use an award-winning planning platform to give you and our advisors a dynamic, 360 view across your entire financial life that we use to identify opportunities to implement customized playbooks of Systematic Enhancements to continuously optimize your journey to the financial outcomes you want.

Step 1: Develop an Integrated View of Your Finances

• Gain clarity and peace of mind by creating a holistic view of your entire financial picture including your investments, property, equity compensation plans, and everything in-between
• Work with your dedicated advisor to quantitatively define your desired financial outcomes such as early retirement, buying a second home, etc.

Step 2: Optimize Your Strategy

• Identify opportunities with your dedicated advisor to implement Systematic Enhancements across your financial footprint in order to start realizing immediate ROI on your financial plan such as improving portfolio tax efficiency, enhancing your college savings approach, etc.
• Develop comprehensive playbooks to guide your next steps across your entire financial plan
• Pressure test your playbook strategies and understand alternative scenarios (e.g. What if I retire a few years earlier?) by dynamically adjusting your inputs and gain confidence in your approach through advanced statistical modeling such as Monte Carlo simulations

Achieve Your Goals

• Regularly review your playbook strategies and your overall plan assumptions with your dedicated advisor
• Get proactive recommendations and updates from your advisor as your circumstances change, as regulations shift, and as markets evolve
• Update or check your plan any time with 24/7 access to a mobile app or web interface