How Your Playbook Gets Built
We look at your situation, build a strategy around it, and keep adjusting as your life changes. That's it. No 47-step onboarding process. No binder that collects dust.
Your Playbook. Built in Weeks, Not Months.
Most of the heavy lifting happens in two meetings. After that, the Playbook shifts into something you actually use — not something you forget about.
We called the firm Playbook for a reason. A real playbook gets used. The pages get wrinkled. You flip back to it before a big decision, mark it up when things change, and know exactly where to find the play you need when the moment calls for it.
Your Playbook isn't a binder we hand you at the end of a meeting. It's the strategy we build together, the one that actually accounts for your concentrated position, your tax situation, and what you want your life to look like — and it keeps evolving as those things change.
We figure out where you are.
You share the key documents — tax returns, statements, benefits, vesting schedules — and we build a current-state snapshot. Net worth, savings rate, concentration risk, insurance gaps, estate plan status. We flag anything that needs attention now vs. what can wait. This usually happens before our first real meeting, so we're not wasting your time on intake when we sit down.
We build the Playbook.
This is the meeting where we present the actual strategy — tailored to your concentrated position, your tax picture, and your goals. We walk through the options, the trade-offs, and the sequencing. Collar vs. PVF. Sell now vs. hedge and monetize. Where the tax losses come from. What the timeline looks like. You leave with a clear, prioritized plan — not a 60-page report you'll never open.
We run the plays.
We handle the execution — setting up the hedge, deploying capital into the SMA, coordinating with your CPA on tax timing, making sure the pieces move in the right order. You're not managing this yourself. We are. You'll know what's happening and why, but you won't be the one chasing down paperwork.
We keep it current.
New RSU vest? Business offer came in? Market dropped 20%? We don't wait for you to call. Scheduled reviews and proactive check-ins keep the Playbook current. The strategy evolves as your life does — that's the whole point of having one.
Everything in Your Playbook
These aren't add-ons. They're the core of what we do for every client.
Concentrated Position Strategy
Tax Planning
Investment Management
Retirement Modeling
Insurance & Estate Review
Cashflow & Debt Planning
Transparent Pricing.
No Surprises.
If your investable assets are under $1 million, your fee is a planning fee based on income (0.50%) and assets (1.00%) — with a $3,500 minimum and a $10,000 cap. Once your assets reach $1 million, the planning fee goes away and you pay a tiered AUM fee that decreases as your portfolio grows.
Ready to build your Playbook?
You've seen how it works and what it costs. The next step is a conversation about your situation.
📅 Book a Free Conversation