working with us means
finding the best path for your family, together
As you nurture your loved one, there are tons of decisions & paths to navigate.
a company of travelers on a journey
a comprehensive, active partnership between your family and your planner
We get involved, connecting you with specialists and working with them directly. We'll be in your corner for the long haul.
step 1: travel docs
We'll collect and review your financial documents to get organized.
Not sure what you'll need? Don't worry, we have a handy list and we'll walk you through it!
We'll use RightCapital to get a bird's eye view of your current financial picture.
We'll meet to talk through your family's needs and goals, and work together to create a detailed + actionable plan.
We believe that planning should be about more than numbers. We'll create a unique Family Passport to highlight what makes you special, and what kind of life you want to have together. These conversations will help you build a joyful, adventurous life.
along your journey
We're your first call.
Reviews, Check-ins. We’re here for the long haul.
Time to put your plan into action! We'll be directly involved at every step, coordinating with specialists whenever necessary and helping with all the big + small moves.
$1500 per quarter, ongoing