Alongside you for all of the turns ahead.
Discover our adaptive service.
Two Great Ways to Collaborate:
Our most popular option.
Longterm support, access, and planning includes:
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Year-round tax planning and reduction
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Comprehensive investment management
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2–4 annual meetings
For select situations, we apply a more narrow focus and limited engagement.
Handmade typically benefits those with less than $500K of investable assets.
What's right for me?
We'll work with you to make a best recommendation for your goals and budget, so you don't need to choose alone.
We'll discover that together.
Our Initial Process
Over two intensive meetings, we’ll get an initial sense of where you are, and what we have to work with:
a. the first meeting
We'll ask core questions, and listen to all of yours.
Our goal is to understand as much as we can about you.
b. the second meeting
We'll share early impressions and learn more about your future goals.
You'll receive:
Investment:
We'll share our recommended best path, and you'll be able to select one of these options:
Learn what to expect:
We're called CRAFTED for a reason.
We take a lot of pride in our approach to financial planning.
It's a collaborative dialogue, and when done right, can unlock powerful pathways to a life, or lifestyle.
We still marvel at the beauty and impact of a well-crafted, simplified financial life.
