Tax & Estate Planning - Upper Valley, NH

Our Process & Services

How We Help

Smart Plan

Includes written recommendations, retirement and cash flow projections, Roth IRA conversion opportunities, 2-year Tax Planning, current portfolio review, including an asset allocation plan, and proposed portfolio.

Annual Fee: $5,000+

Fees for more complex situations will be offered prior to signing an agreement.

Wealth Management

Once we complete your Smart Plan, we offer an all-inclusive continuation of your planning that includes updates to your plan with enhancements of continuous portfolio monitoring, rebalancing and tax smart investing.

Total Assets Under Management Annual Fee:
$0 - $1,000,000 1.00%
$1,000,000- $3,000,000 0.70%
$3,000,000 - $7,000,000 0.55%

Step 1) Initial Phone Call

We take about 30 minutes getting to know one another and understanding whether what I do dovetails with what you want. There needs to be a good fit between my expertise and your expectations.

If we both agree that mine is the right firm, we move on to the next phase. If not we will gladly introduce you to a firm that better suits your needs.

Step 2) First Office Meeting

We schedule a meeting in my office or over Zoom. We take time to develop clarity on your most important concerns and priorities. You bring relevant documents and answer some key questions. What we’re looking at includes:

Are you on track to reaching your financial goals?

Are you paying too much in taxes?

Are you satisfied with your current investment process, returns and advice, or can it be improved?

What are the risks to your financial independence and how can we eliminate them?

Do your investments reflect your values?

Step 3) Second Office Meeting

During this meeting we answer your questions, and show you the results of our analysis of your situation. Then, there are two options: a) we can move on to the next step, where we begin putting your plan into action; or b) you can take time to think about it.

A. Taking action. If you are ready we will schedule a follow up meeting where we will sign the agreements and move on to the next step.

B. Thinking about it. Deciding where you’re getting your financial advice is one of the most important decisions you make. If you want to take more time, that’s great. It’s important that you feel we share your values, and that our recommendations make sense to you. You need to measure our cost versus your benefit and feel confident and comfortable with your decision.

Step 4) Collaboration Meeting

During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client.

In the final analysis, this is all about taking action.

What’s important is not that you choose us. What’s important is that you make the choice that inspires confidence and promises a better tomorrow. This part is on us. Calling on our experience and our relationships with some of the best minds in the business, we answer the questions uncovered in our conversations with you. Then, we develop an overarching plan for meeting your financial goals.