Airplane wing above the clouds over Colorado

Services

Three ways to work together

Built for owners. And for people whose wealth came from a business. More than a brokerage login.

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Financial Flight Plan icon

Financial Flight Plan

One-time clarity on where your goals are today and where they can go. You leave with a written plan, a target mix for your goals, and a checklist. Planning only. You handle the rest.
Financial Flight Plan icon
Financial Flight Plan
One-time clarity on where your goals are today and where they can go. You leave with a written plan, a target mix for your goals, and a checklist. Planning only. You handle the rest.
Co-Pilot icon

Co-Pilot

We keep the details organized through the year. You handle the investments. Ongoing planning on a seasonal cadence. We bring in your CPA and attorney when you want that.
Co-Pilot icon

Co-Pilot

We keep the details organized through the year. You handle the investments. Ongoing planning on a seasonal cadence. We bring in your CPA and attorney when you want that.
AutoPilot icon

AutoPilot

Ongoing planning plus investment management. We keep the portfolio on plan and diversified. We manage the investments and meet with you on a regular cadence. You choose Co-Pilot or AutoPilot. They are not combined.
AutoPilot icon

AutoPilot

Ongoing planning plus investment management. We keep the portfolio on plan and diversified. We manage the investments and meet with you on a regular cadence. You choose Co-Pilot or AutoPilot. They are not combined.

How it works

  1. Fit Call

    About 30 minutes. Assessment only.

  2. Make it official

    Agreement and fee in writing.

  3. Welcome

    A short intake form.

  4. Discover

    Goals and accounts, with your CPA in the loop.

  5. Your plan

    A live walkthrough.

  6. Flight Plan ends here, at delivery.

  7. Put it in motion

    Your action items.

07Stay on courseKeep your plancurrent, seasonafter season.SpringPlan UpdateSummerRisk ReviewFallTax-Aware ReviewWinterCash Runway

Co-Pilot and AutoPilot: seasonal check-ins with an updated plan.

Compare services (PDF)

Not sure which one fits? That is what the Fit Call is for.

Brad Garland at his desk for a Fit Call

Book a Fit Call

Book a Fit Call. About 30 minutes. Assessment only. No prep.

Book a Fit Call
Brad Garland at his desk for a Fit Call

Book a Fit Call

Book a Fit Call. About 30 minutes. Assessment only. No prep.

Book a Fit Call
Brad Garland at his desk for a Fit Call

Book a Fit Call

Book a Fit Call. About 30 minutes. Assessment only. No prep.

Book a Fit Call
Brad Garland at his desk for a Fit Call

Book a Fit Call

Book a Fit Call. About 30 minutes. Assessment only. No prep.

Book a Fit Call
Brad Garland at his desk for a Fit Call

Book a Fit Call

Book a Fit Call. About 30 minutes. Assessment only. No prep.

Book a Fit Call
Brad Garland at his desk for a Fit Call

Book a Fit Call

Book a Fit Call. About 30 minutes. Assessment only. No prep.

Book a Fit Call