THE PROCESS
5 Steps From First Call to Ongoing Partnership
Simple on your end. Thorough on ours. Most clients are fully up and running in under 30 days.
Schedule Your Discovery CallA Conversation About Where You Are Right Now
30-45 minutes, just you and me. I'll talk about where you are right now: your compensation, your accounts, what keeps you up at night. No slide decks. If I can give you one useful idea whether or not you become a client, that's a win.
Schedule Your Discovery CallWe Handle the Boring Stuff So You Don't Have To
Our Farther Concierge Team takes the wheel. We'll ask for the basics: recent pay stubs, equity plan statements, a couple years of tax returns, 401(k) and deferred comp details, current investment statements, and your benefits summary. Everything uploads through a secure portal, simple and painless.
A Financial Plan Built Around How You Actually Get Paid
This is where things get interesting. We build a real, scenario-based plan that covers multi-year tax projections, your equity vesting calendar with after-tax modeling, retirement income under different what-if scenarios, a portfolio designed for your life, and action items ranked by what moves the needle most. Then I sit down with you and walk through it.
From "Let's Do This" to Done: Without the Paperwork Headache
Our Farther Concierge Team handles the heavy lifting: account transfers, investment purchases, beneficiary updates, and coordinating with your employer benefits. Most clients are fully up and running in days, not weeks.
Your Life Changes. Your Plan Should Too.
I check in quarterly to stay on top of equity vesting, tax positioning, and how your portfolio is doing. I reach out before the big moments, like open enrollment, RSU vests, and year-end deadlines, so nothing slips through the cracks. Annual plan review, plus you can call or text whenever life throws you a curveball. My goal: be the first call you make when a financial question comes up.
The Hardest Part? Picking Up the Phone. We Handle Everything After That.
Confidential.