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Our Process & Pricing
Financial planning isn’t one-size-fits-all. We offer two ways to partner together so you can receive the guidance and support that feels right for your goals, timeline, and priorities.
What it is
Ongoing advisory services include comprehensive financial planning and investment management, delivered through a transparent flat-fee model.
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We partner with you over time to help you navigate equity compensation, investing, taxes, and life decisions — adjusting your plan as your career, goals, and priorities evolve. Investment accounts are managed through Altruist, our custodian, and are fully integrated into your overall financial plan.
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