Fiduciary, Fee-Only Financial Planning and Wealth Management for A&D Professionals
You build complex systems. Your finances shouldn't be one of them.
High Income. High Stakes. Zero Time.
You have a great salary and a pile of unvested RSUs. But your personal financial life feels like a junk drawer. We turn that chaos into a mission-ready system.
Financial Guidance for Ambitious Professionals
You're building a successful career and a vibrant life. You need a financial partner who understands the unique opportunities and challenges you face. From complex compensation like RSUs and ESPPs to planning for major life milestones, we specialize in providing the strategic clarity that helps you turn professional success into long-term financial security.
Explore Our Services
Navigate Your Equity with Confidence
Your equity compensation is a powerful tool. But without a clear strategy, it can feel more like a source of stress than a reward. Here’s how we help you find clarity.
Our Straightforward Process
We follow a clear, four-step process designed to build your plan methodically and ensure you feel confident at every stage.
1. Discovery
We get to know you, your values, and your vision for the future in a complimentary introductory call.
2. Strategy
We analyze your complete financial picture and build a customized, actionable plan to serve as your roadmap.
3. Implementation
We handle the heavy lifting, from opening accounts to coordinating with your other professionals.
4. Partnership
Through ongoing reviews and proactive check-ins, we ensure your plan evolves as your life does.
Our Philosophy: Precision & Prudence
We blend the meticulous, data-driven planning of an engineer with the timeless wisdom of a long-term steward.
Aerospace Precision
Your financial plan is built with the same rigor and logic you apply in your own career. Every component is analyzed, tested, and integrated to create a resilient, goal-oriented strategy.
Timeless Wisdom
Inspired by symbols of peace and longevity, our investment philosophy is grounded in proven, long-term principles. We focus on building enduring wealth, not chasing short-term market noise.
Professional oversight for your wealth management.
Gain a clear understanding of your financial health through a structured review of your investment strategy and planning milestones.