Fees & Process

How Does This Work?

We work with high-income professionals who have built real wealth — and are starting to ask the most important question in financial planning: what is actually enough?


Our job is to help you define what financial independence looks like for you, then build an integrated strategy across your income, equity compensation, taxes, and investments to get you there — on your own terms.

Our services are for you if most of the following applies to your situation…

  • Your household income is greater than $400,000/year
  • You have equity compensation — RSUs, ISOs, NSOs, or ESPP — that needs a real strategy
  • You are a business owner navigating the intersection of business and personal finances
  • You have a net worth greater than $2 million and the complexity that comes with it
  • You don't buy into the "work until 65" default — financial independence is something you're actively working toward
  • You feel reactive with your finances and want a proactive strategy built around your life and values 
  • You want a single point of contact who coordinates your full financial picture — and communicates with your CPA, attorney, and other advisors
  • You're approaching a major inflection point — a career change, liquidity event, business exit, or simply a moment where you're asking "what's next?"

What To Expect

How We Start Working Together

(Click a step to learn more).

1. A Quick Introduction
3. We’ll Send You a Proposal
5. Welcome to EYW
2. Dig Into Your Situation
4. Sit With It
1. A Quick Introduction
2. Dig Into Your Situation
3. We’ll Send You a Proposal
4. Sit With It
5. Welcome to EYW

Our Ongoing Service Model Process

Investment: $1,500 one-time upfront fee
+ fixed annual fee (paid monthly or quarterly).

Here's a deep-dive into what our process looks like...

upfront work

We start by helping you get to the core of what is most important to you and what you want your money to accomplish for you. We then organize your financial life and provide initial recommendations specifically tailored to your unique money vision. 

Here's how it works after you sign up:

(Click a step to learn more). 

1. Create Your Inspiring Money Vision

Meeting

3. Present Our Initial Recommendations

Meeting

5. Review Our Progress

Meeting

2. Organize Your Financial Life

MEETING

4. Prioritize And Start Implementing Action Items

MEETING

1. Create Your Inspiring Money Vision

MEETING

2. Organize Your Financial Life

Meeting

3. Present Our Initial Recommendations

Meeting

4. Prioritize and Start Implementing Action Items

Meeting

5. Review Our Progress

Meeting

IMPLEMENT, MONITOR & ADJUST

We meet three times a year to make sure you are in good financial health, completing the things you have agreed to, and making the appropriate adjustments based upon changes in your life. The only certainty is that things will change – your goals, your values, your career, etc. and we are here to help you navigate through those changes. 

Financial planning is a continuous process instead of a one-time thing. It's important to set a long-term strategy, but that strategy should be broken into annual goals and adjusted to reflect life's changes. 

(Click a meeting to learn more). 

Unlimited email and virtual support.

3. Fall Meeting

Learn More...

1. Winter Meeting

Learn More...

2. Summer Meeting

Learn More...

We’re always here for you when things come up between meetings. Don’t be a stranger.
*One-time engagements are not currently available. 

Our Ongoing Service Model Process

Investment: $1,500 one-time upfront fee
+ fixed annual fee (paid quarterly).

Here's a deep-dive into what our process looks like...

upfront work

We start by helping you get to the core of what is most important to you and what you want your money to accomplish for you. We then organize your financial life and provide initial recommendations specifically tailored to your unique money vision. 

Here's how it works after you sign up:

(Click a step to learn more). 

1. Discovery Meeting

Meeting

3. Your Initial Recommendations

Meeting

5. 60-Day Check-In

Meeting

2. Get Organized

MEETING

4. Road Map

MEETING

1. Discovery Meeting

MEETING

2. Get Organized

Meeting

3. Your Initial Recommendations

Meeting

4. Road Map

Meeting

5. 60-Day Check-In

Meeting

Our ongoing client care process

Financial independence isn't a destination you reach and then coast — it requires ongoing strategy, accountability, and adjustments as your life evolves. We typically meet twice a year to make sure your financial plan is keeping pace with your life, your goals, and the opportunities in front of you. 

Between meetings, we're always available. We're helping to implement action items, address questions, and support you with the various planned and unplanned decisions that arise. 

(Click a meeting to learn more). 

Unlimited email and virtual support.

Semi-Annual Meeting

Semi-Annual Meeting

We provide proactive touchpoints and are highly responsive in between meetings. We prioritize spaciousness in our calendars so we are available when you need us most. 
*One-time engagements are not currently available. 

Let's Talk!

Ready to define what enough looks like for you? Let's start the conversation. 

Schedule an Introductory meeting
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