News and Updates
Being Asked to Be an Executor Is a Job Offer, Not a Compliment
Most people hear the executor question as a compliment and answer it like one. Someone you care about is telling you she trusts you, above everyone else in her life, […]
If Your Deal Has an Earnout, Plan on the Cash You Already Have
If someone handed you a signed deal worth $10 million, six million wired at close and four million contingent on the next three years, how much of that ten would […]
Three Ways to Buy a $2.8 Million Second Home, and How to Choose Between Them
A couple has found a place in Boulder at $2.8 million. They can write a check for the whole thing, put 25% down and finance the rest, or borrow against […]
What a Whole Life Insurance Illustration Won’t Tell You
A whole life policy can’t hand you tax-free income for the rest of your life and still leave your full death benefit intact for your kids. Somewhere in that pitch, […]
Before You Say Yes to That Board Seat
Getting asked onto a board on its way to an IPO, with a seven figure equity grant attached, sounds like an easy yes. A listener in exactly that spot, invited […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.