How we work
A simple process. A serious first conversation.
Owners do not need a twelve-step onboarding ritual. You need to know what happens after you say yes to a call, and what will not happen.
- 01
30–45 minutes
Discovery Call
A conversation with Rusty about the business, the household, and the pressure you are actually under. No questionnaire marathon. No obligation to become a client.
What to expect. You should leave knowing whether we are the right kind of firm, and what a next meeting would cover.
- 02
Typically 2–4 weeks
Deep Dive Planning
We gather the real picture: entity structure, cash, tax estimates, personal statements, ownership documents, and what “done” looks like for you. You will do some homework. We will do more.
What to expect. A clear set of priorities, gaps, and recommendations: business and personal in one view.
- 03
Paced to the business, not a sales cycle
Implementation
Accounts, cash structure, investment policy, planning actions, and introductions to counsel or your CPA when needed. We sequence work so the company does not get disrupted.
What to expect. Specific moves, owners for each, and a written record of why we made them.
- 04
Quarterly and as life happens
Ongoing Partnership
The business will change. A key hire, a down year, a buyer’s call, a health scare. We stay in it: reviews, rebalancing, plan updates, and a person who already knows the story.
What to expect. A standing relationship, not an annual performance letter and a holiday card.
Clear expectations
- You will not be asked to move assets on the first call.
- We will tell you if we are not the right fit, or if a CPA or attorney should go first.
- Confidentiality is the default. You are talking to a fiduciary firm.
- The work is paced to the business. We do not blow up a busy season for a planning calendar.
- You should always know the next step, who owns it, and why it matters.
If the process feels like a fit, the next step is thirty minutes.
A discovery call with Rusty is confidential, fiduciary, and pressure-free. Bring the mess. That is the point.