Our time-tested, super-refined process, fees, and what you get for all of that!
an intro conversation
Before we work together, we'll have two intro meetings:
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We'll have a 30-min chat to talk about your concerns, goals, and ideas. If we feel a connection, we'll meet again!
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We'll have another [no-cost] chat, and share our plan for how we can work together. You'll get your fee estimate and another chance to ask questions.
let's get you setup, ok?
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You'll sign an agreement, then we'll sign it. Then we celebrate!
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We'll send you an invoice for our initial Onboarding Fee.
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After that, we'll get you setup in our systems, send you some starter questionnaires, and might ask for a document or two (or 20, because we're super thorough!).
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Once all the admin is outta the way, we'll schedule our first meeting and get to work!
the fun/magic begins.
The initial starting phase usually takes several months, and typically 5-6 meetings covering different topics.
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Discovery: learning as much as we can about you. What matters to you? How do you relate to money?
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Investing Review: You'll meet with our Director of Investments to talk through your exisitng portfolio, and make adjustments/changes based on our recommendations.
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Cash Flow Setup: Our Director of EV-Flow will create a specialized system just for you, and then will walk you through how to use it.
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Projections + Tax Strategy: We'll check if you’re on track for your two most costly financial milestones: retirement and education. We'll also review your current tax year projections and create a just-for-you tax-efficient plan based on your unique goals.
After our initial process is complete, you'll graduate to our Yearly Program (see below)
Your financial plan is constantly changing, so every year we meet three times to discuss the most important aspects of your financial foundation.
Here's a sneak peek:
Money Goals + Cash Flow Intentions
Current Tax Year Projections
Investments + Retirement Planning
We offer one way to work together - a continual relationship.
you'll get:
FINANCIAL
PLANNING
Accessible guidance and talk-it-out space for the important decisions, like when to retire, and what to do with equity compensation.
Stuck on your company's benefits options? We'll weigh in there, too!
INVESTMENT
MANAGEMENT
We'll setup, monitor, and actively manage your investments, so that feelings + procrastination + stuff don't stop you from maximizing your resources!
You'll get regular updates on your global portfolio, automatic rebalances, and proper tax management.
TAX PLANNING
+PREPARATION
Don't forget to do your taxes!
Just kidding, we'll do them for you. We'll give you tax projections mid-year, and can file your taxes too*. That's EVTax for ya (read all about it >)
+ Initial setup and planning (4 well-structured meetings)
+ (at least) 3 meetings annually (more if you need them!)
+ regular access to our whole team via meetings, phone, or email
+ coordination with your other professional (CPA, attorneys, etc)
+ access to our various tracking systems
*Tax preparation is only for EV clients. We don't do business returns or bookkeeping currently.
