Intelligent Strategies, Proven Tools – Your Wealth, Optimized.
Our blueprint & fiduciary services
Financial Planning & Strategy
Our simple process: Discover. Align. Flow. We uncover the unique drivers of your values and vision, draft a financial picture and outline objectives. Then we create and implement a financial blueprint that reflects your values and targets your goals. Together, we monitor your plan, adapt and tackle obstacles and changes as they come.
3(21) & 3(38) Services
Hello business owner! Engaging us as a fiduciary is a fantastic idea. You can look forward to reduced risk and management responsibility, more time (and brainpower) to spend on more impactful business concerns and general peace of mind.
Legacy Planning & Governance
We provide wealth architecture, wealth management, fiduciary, and educational services focused on tax-efficient wealth creation, cross-generational transition, governance, and wealth protection. Our clients trust us to design, implement and administer complex financial strategies and fiduciary structures that stand the test of time.
Investment Management
Our investment team and partners define investment strategies that are stress-tested, structured tax-efficiently, aligned with our clients’ values and integrated with their planning. We offer open architecture and best in class custodians in a transparent manner.
Our solutions
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Elements® Financial Health Assessment
Take control of your financial future with a comprehensive, expert-driven assessment using the Elements® Financial Monitoring App. We analyze your cash flow, debt, investments, and tax efficiency to highlight strengths and uncover opportunities. You'll receive a personalized video analysis and a 1:1 strategy session to map out your next steps with confidence.
Pricing: $149 (Standard) | $299 (Premium, strategy session and action plan)
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Strategic Estate Planning Solutions
Protect your wealth and secure your legacy with state-specific estate planning powered by Wealth.com. Whether you need a Will-Based Plan or a Trust-Based Plan, we provide expert guidance, legal document preparation, and ongoing plan updates to ensure seamless wealth transfer and tax efficiency. Our process is modern, secure, and easy to navigate.
Pricing: $699 (Will-Based) | $1,299 (Trust-Based)
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Trust Your Story Financial Foundations™
Build financial confidence with structured coaching, ongoing insights, and expert guidance through this membership-based program. Gain access to the Elements® app, quarterly check-ins, and personalized financial strategies to keep you on track. Whether you're starting out or optimizing wealth, this program gives you the clarity and support you need.
Pricing: $47/month (Essentials) | $97/month (Momentum) | $197/month (Pro)
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Trust Your Story Private Wealth Advisory™
For high-income professionals and business owners seeking full-service financial planning and investment management, this program delivers custom strategies, tax optimization, and estate planning tailored to your unique goals. We help you protect, grow, and manage your wealth with a personalized approach that evolves with you.
Pricing: $250/month (Strategic) | $400/month (Advanced) | $650/month (Private Client)