Concurrent Wealth Management
Financial Planning for Gen X Professionals Who Earn Well
You’ve built success. Now let’s align your wealth with your life through all-inclusive flat-fee financial planning that brings clarity, confidence, and control, so you can live fully now and retire with confidence.
Life-Centered Financial Planning That Puts You First
Most financial advisors focus only on numbers. We take a holistic approach to your complete life.
Our Financial Harmony™ Compass system integrates comprehensive financial planning with life-centered guidance to help you align and achieve your real-world aspirations. It’s how we help you make decisions with assurance, reduce money anxiety, and move forward with purpose.
This isn’t cookie-cutter advice. It’s personal financial planning designed to adapt with you, your career, and your family, today and into retirement.
Everything You Need
Under One Roof
Our flat-fee financial planning services cover retirement, tax, investment, estate, and business planning. Services are tier-based, so you only pay for the level you need.
- Retirement planning & income design
- Cash flow & spending strategy
- Investment planning & portfolio management
- Tax planning for individuals & families
- Equity compensation & concentrated stock strategy
- Estate & legacy planning coordination
- Business owner planning & exit strategy
A Proven 7-Step Financial Planning Process for Gen X Professionals
Our long-term financial planning process is designed to be thorough, collaborative, and easy to follow. Each step builds naturally, giving you structure without overwhelm and guidance that adapts as your life evolves.
1.
Align & Aspire
Personal Financial Planning Starts Here
We begin with a conversation about your life—your values, your vision, and what you aspire to achieve with your money. This sets the foundation for your Financial Harmony™ plan.
2.
Get Organized
Financial Planning Foundation
We help you gather and simplify your financial accounts, documents, and obligations. You’ll gain a complete, understandable view of your financial picture.
3.
Identity & Insight
Understanding Your Financial Mindset
We explore how your relationship with money, identity, and experiences shapes your decision-making patterns. This lets us craft financial advice that works with your natural habits.
4.
Design & Deliver
Strategic Financial Planning Blueprint
We build your comprehensive plan across five key areas: retirement, taxes, investments, insurance, and estate planning—all connected to your specific goals.
5.
Build & Balance
Implement Your Financial Strategy
We implement and manage your investment strategy, coordinate tax moves, and work with other professionals when needed. Your plan becomes reality.
6.
Adjust
Adaptive Long-Term Financial Planning
We refine your strategy as life evolves—new jobs, family changes, economic shifts, opportunities. Your plan flexes with your life.
7.
Support
Ongoing Financial Planning Services
You’ll have consistent access to advice and check-ins. No gatekeepers, no waiting. We’re here when you need guidance.
Ready to Build Your Financial Future?
Schedule a free consultation and discover how our financial planning services can help you live with more clarity.
Financial Advice for Professionals Who Value More Than Returns
Our comprehensive financial planning covers all the areas that impact your financial life:
- High-Earning Professionals seeking comprehensive financial planning that goes beyond basic investment advice
- Gen X Families balancing career peaks, family responsibilities, and retirement preparation
- Business Owners needing integrated strategies for personal and business financial goals
- Pre-Retirees wanting retirement planning services that create sustainable income and legacy
- Busy Executives who want professional investment management and planning without the burden of DIY decisions
- Minimum: $250K household income or $500K+ investable assets
Start Planning with Confidence
Get clear answers, honest recommendations, and a partnership built around your success—not our fee growth. Book your Good-Fit Meeting today.
Transparent Financial Planning Firm Structure
As an all-inclusive flat fee financial planning firm, we work solely for you:
-
No product sales or commissions
Pure financial advice -
Fiduciary obligation
Your interests come first always -
Transparent fee structure
No hidden costs or surprises -
Comprehensive service
Everything included in one relationship -
Professional coordination
We work with your CPA and attorney -
Flat-fee pricing based on complexity, not portfolio growth
Fees reflect planning value, not market performance
Financial Planning Services FAQ
Everything you need: investment management, retirement planning services, tax strategy, estate coordination, cash flow planning, and ongoing advice. No separate fees for different services.
We integrate your personal values and life goals into every financial decision. Most firms focus only on portfolio performance—we focus on your complete financial life.
Absolutely. We coordinate with your professional team to ensure your financial strategy becomes actionable across all areas.
Yes. You can choose comprehensive financial planning as a one-time engagement with no ongoing commitment. See our pricing page for details.
We build portfolios that align with your timeline, risk tolerance, and values—not generic model portfolios. Your investments support your life plan.
Personal Financial Planning That Actually Fits Your Life
Our comprehensive approach combines expert financial advice with a deep understanding of what matters most to you. The result? Decisions made with confidence, reduced financial stress, and a clear path forward.
