We use a consistent five-step framework to turn complexity into clarity. Every meeting is documented, every task is tracked, and your plan is always live in your client portal. Unlimited access by video, text, or email keeps momentum high and surprises low.
Discovery, Analysis, Recommendations, Implementation, and Monitoring.
We map both hard data and human context. RightCapital collects your financials. We clarify goals, values, equity comp, residency, and more in a virtual discovery meeting recorded with Fathom for transcripts and action items.
We stress-test the full picture to find risks and opportunities across taxes, investments, cash flow, insurance, retirement, estate, and special situations like multi-state filing, real estate, and equity compensation.
We present targeted, prioritized moves. You get a recap, a PDF summary, and a synced task list inside RightCapital.
We coordinate and track execution. Accepted, declined, or deferred items are logged, with follow ups baked into the schedule.
Two formal reviews per year plus unlimited access. We update your plan, adjust strategy, and keep tasks current.
Two formal reviews each year plus unlimited access for everything in between.
Video call, text, or email for quick decisions, coordination with outside pros, and timely updates.
This visual answers the big question clients ask on day one - what happens after I sign up and when. Save it, share it, and refer back during the first meetings.
VIP onboarding sequence at a glance.
Financials, tasks, and plan updates live in RightCapital. Investments are custodied at Altruist or Schwab with modern dashboards and clear reporting.
Fathom generates transcripts, key insights, and an action list for every meeting so nothing slips through the cracks.
Plan for two to three meetings in the first month, plus a bit of portal setup time. The onboarding infographic shows the typical sequence and timing.
We offer both. VIP Wealth Advisors offers in-house tax filing, so strategy and execution stay aligned. We review your return, project forward, and file directly — all under one roof (for clients subscribed to tax filing services).
RightCapital is your live financial portal for tasks and plan updates. Altruist or Schwab provide investment dashboards, and Fathom documents every meeting with transcripts and action items.
At least two formal reviews each year — one in spring and one in fall — plus unlimited access to us by video, text, or email whenever decisions come up.
We cover goals, cash flow, income taxes, insurance, investments, retirement, estate planning, and special situations like equity compensation, real estate holdings, or multi-state residency.
