You’re not a typical W2-employee saving for retirement.
We’re not typical financial advisors.
We understand the growth mindset of corporate executives and business owners. We’re here to help support their vision to invest in themselves without sacrificing safety and abundance for their family. We are well versed in executive compensation and owner compensation, and the inherent financial complexity for high earners who want to go from ‘making money’ to creating generational wealth. We serve families with lumpy income.
What’s lumpy income?
We are curious people and we believe that there are many routes to financial freedom, and stops to celebrate along the way. We aim to get to know our clients, their goals and their fears, so that we can provide a family financial plan that makes them feel empowered to live every day, not just to look forward to a single finish line in the future.
Our approach is simple, but complete. We meet clients where they are to guide them to and through each important phase of life. We set ourselves apart with our DBF Planning process, which is specifically tailored to the needs of lumpy earners.
We identify what needs to happen on a regular basis to meet your long term goals, then we build a structure to execute those things daily, weekly, monthly—consistently.
We plan for variables like bonuses, stock grants, and business sales so you can have confidence in your decisions to save more or spend more when those lumps do come.
Retirement isn’t always the finish line. We measure the success of your financial plan based on how free you are to live the way you want to live, without worrying about how you will pay for it.
We aim to holistically support you in building the life you want. We can’t be experts at everything, but we can take the lead on making sure the experts and advisors in your life work together as a team.
We are so grateful for the referrals we receive to help our clients’ friends and family. To honor that trust in us, for every referral we receive we make a donation to the referrer’s choice of local charities that help families in a meaningful way.
