Our Services

Three ways to work together

Three ways to work together

Financial Flight Plan
A comprehensive plan you can implement. Clear priorities + next steps.
Co-Pilot
Ongoing planning and accountability. No investment management.
AutoPilot
Discretionary investment management plus ongoing planning.
Financial Flight Plan
A complete blueprint you can implement yourself. Clear priorities and next steps.
Co-Pilot
Ongoing guidance to implement the plan and keep it current through change.
Co-Pilot
Ongoing guidance to implement the plan and keep it current through change.
AutoPilot
Portfolio management executed for you. Aligned to your plan and cadence.
AutoPilot
Portfolio management executed for you. Aligned to your plan and cadence.

How it works

Every relationship starts with a Financial Flight Plan.

We organize the full picture, define priorities, and deliver a written plan plus an implementation checklist across cash flow, taxes, investing, and major decisions.

Then you choose your level of support.

Stay current with a Flight Plan, get ongoing guidance and accountability with Co-Pilot, or delegate planning + execution with AutoPilot where your portfolio is managed within the same plan and review rhythm.

Flight Plan (fixed fee)

A written Financial Flight Plan plus an implementation checklist. Built to create clarity and a clear order of operations. 

Co-Pilot (recurring fee)

A living ongoing plan with quarterly seasonal reviews, a simple action list, and ongoing guidance so decisions stay current as life changes. Planning-only service. Does not include investment management.

AutoPilot (% of Assets under Management)

Includes discretionary investment management plus ongoing financial planning

For those who want to

  • Flight Plan: Build the financial plan but handle it themselves.

  • Co-Pilot: Get ongoing guidance and manage the investments themselves.

  • AutoPilot: Hand off everything (planning + investment management). 

calm sky during daytime

Start with a conversation.

Start with a conversation.

A short call to understand your situation, answer questions, and see if a Flight Plan makes sense.

20-minute call • No prep needed • Clear next steps

Schedule a call