Two ways to work together. Built around the support you need.
Financial Planning
Best suited for those looking for a basic structure to build from.
Starting at
$495/month
- Clear structure around your cash flow and savings
- Tax-aware investment strategies
- Investment guidance aligned with your goals
- A defined roadmap for building and preserving wealth
Private Client
For those seeking ongoing guidance and complete coordination.
Custom Pricing
- Everything in Financial Planning
- Integrated oversight across taxes and estate plan
- Active portfolio management and strategy
- Equity compensation advanced planning
- Coordination with CPAs, attorneys, and other advisors
Frequently asked questions
We're independent. Our only job is to think clearly about your entire financial picture and give honest advice. We report to no one but you.
You'll have a primary point of contact, but both Robert and Roman will be involved in your affairs. We lean into each other’s strengths, Roman in planning, Robert in investing.
In the first year, it takes 6-8 meetings to build the foundation. Our private client relationships then mature into formal quarterly meetings.
Anytime. You'll have access to our phones and emails. Most questions don't require a formal meeting; we handle a lot through quick conversations.
It depends on where you are in the relationship. We agenda every meeting in advance so your time is never wasted.