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Our Process

Our Process

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... no copy here ...
... no copy here ...

... no copy here ...

... no copy here ...

... no copy here ...

Your personal path to financial success, simplified.

Finances are personal. We see you as the person you are, not as a number. Let’s work together to create wealth strategies as unique as you are.

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How We Work

Through our process-driven approach, we want to help you create a complete, personalized plan for your future.

1. Discovery Meeting

Our process starts with a 'Discovery Meeting' where we get to know you and figure out if we could be a good match.



2. Investment Planning Meeting

We'll use the info from the Discovery Meeting to create an Investment Plan tailored to your situation.



3. Progress Meetings

Our regular progress meetings allow us to review your advanced financial plan, and make any required course corrections as circumstances change.



Your Personal CFO

We believe that folks can live a better life if their finances are properly managed and well-understood. We refer to this as Wealth Management, and our approach focuses on three main areas:

  • Advanced Planning

    As your personal CFO, our first step is to understand your unique situation and create your customized financial plan, focused on the goals most important to you (and adapting over time — life isn't static, after all!)

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  • Investment Consulting

    We tailor an investment plan to suit the needs of your personal financial plan, monitoring the risk of your investments to adapt with any changes to your plan (and the ever-changing landscape of financial markets!)

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  • Relationship Management

    Achieving the goals of your plan will take more than just investments. As your personal CFO, we will act as your financial "quarterback", leveraging the expertise of outside professionals in areas such as estate law, taxation, and liability coverage.

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Guidance For Wherever You Are In Life

Life is full of ups, downs, challenges, and triumphs. We are here for you when it’s smooth sailing through calm seas, when you reach a hurdle, and the moments in between.

Nearing Retirement

"Am I on track to retire comfortably?"

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Navigating Divorce

"My hands are already full with this change. I could use help with the financial aspects."

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Passing of a Loved One

"A loved one has passed, and I am tasked with shepharding the estate."

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Selling a Business

"I am considering selling my business and am curious how my finances will be impacted."

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 Get To Know Our Team

Robert Weiss

Robert Weiss

Wealth Manager

818-317-0934

Ben Krzyzewski, CFP®

Ben Krzyzewski, CFP®

Wealth Planner

424-393-2968

Resources

Browse our library to start your path to financial education.
(on mobile, tap each tile to see a description of the resource)

Do You Owe The AMT?

Do You Owe The AMT?

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Replacing Your Medicare Card

Replacing Your Medicare Card

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Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

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Impact Investing or Philanthropy

Impact Investing or Philanthropy

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What Will You Do With Your Bonus or Windfall?

What Will You Do With Your Bonus or Windfall?

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The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."