How we work

The engagement

1. 01

   Conversation

   A discussion about objectives, timeline and what already exists. No documents required and no cost.

2. 02

   Review

   We examine current accounts, policies, entities and agreements together, and identify what needs a closer look.

3. 03

   Coordination

   Where a question belongs to tax or law, we bring in your CPA or attorney, or introduce one if you would like an introduction.

4. 04

   Options

   We explain the approaches that may fit, how they generally work, what the tradeoffs are and what would make each a poor fit.

5. 05

   Decision

   You decide. Implementation happens through the appropriately licensed professional for that discipline.

6. 06

   Review cycle

   Circumstances and law change. We revisit the plan on a schedule rather than only when something goes wrong.

What we do not do

• We do not provide legal advice or draft legal documents.
• We do not provide tax advice or prepare tax returns.
• We do not ask you to move away from professionals who are serving you well.
• We do not present any strategy as guaranteed, universal or risk free.
• We do not collect sensitive financial or identity information through a public web form.