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The Bucket Plan® - holistic planning process

Our process always begins with an introductory call to determine if we are best suited for each other. 

To schedule your 20-minute introductory call, click here.

After our initial call, we take you through our four step planning process:


Step 1: Discovering WHERE YOU ARE NOW

In our first meeting (either in our office, a mutual location, or virtual), we will conduct a complimentary consultation to get to know each other, understand your goals and objectives, understand your current finances and taxes, and review the services we offer to meet your needs. If married, we require both spouses to be involved in this meeting. If we agree we are a good fit for each other, we will execute a planning agreement and cost structure for services.

Step 2: Designing WHERE YOU WANT TO GO

In our second meeting, we will organize your financial life & estate, gain a deep understanding of your net worth, analyze your cash flow, review your taxes, and help prioritize your goals & objectives. All of which will be used for developing a plan to reach your short-term, intermediate-term, and long-term goals.


Step 3: Delivering your HOLISTIC PLAN

In our third meeting, we will deliver your customized Bucket Plan, align your volatility tolerance with your investments, optimize your tax management journey, propose our recommendations and begin to implement your plan.

Step 4: Dedicated Household cfo

After the plan has been implemented, we will serve as your household CFO providing active management and ongoing advice to you and your family. You will meet with your advisor for a financial planning update meeting, tax management update meeting, and investment management update meeting, ensuring that they are all coordinated for maximum efficiency. 

To Get Started:

Click Here

(650) 617-3402