Proof, Not a Pitch
The People Behind the Plan
One advisor. One flat fee. One person accountable to you — that part doesn't change. But “I do this alone” was never true, and pretending otherwise doesn't serve you. Here's the actual bench: who I coordinate, what each seat does, and where that bench still has an open chair.
Not a Slogan
Four things happen before you ever meet a specialist.
I Brief Them First
Before any specialist hears your name, they hear your situation — in writing, from me. They start already caught up, not cold.
I Make the Introduction
You don't cold-call a stranger and re-explain your life from scratch. I connect you directly, with the context already shared.
I Sit In
On the conversations that matter, I'm in the room or on the call — not because I don't trust the specialist, but because your plan doesn't get to fragment.
I Follow Through
What gets decided gets carried back into your plan. Nothing sits in a silo, waiting for you to notice it got dropped.
The Bench
Five seats. Here's exactly who's in each one — and who isn't, yet.
No twelve-person team. Five categories, named honestly, one at a time.
Estate Planning
When a client needs a trust drafted, a will updated, or an existing estate plan reviewed, I coordinate with Encore Estate Plans — the estate planning firm I use directly with clients today.
I brief them on your situation before you're introduced, sit in on the review, and make sure the documents that come back actually reflect the plan we built together — not a generic template.
Tax Strategy
I don't hand every client to the same CPA — I keep a vetted network and match you to the one who actually fits your situation: business-tax specialists for entity owners, exit-planning CPAs for owners heading toward a sale, and Tahoe-local preparers for straightforward state returns.
My job is the strategy that happens between filing seasons: the Roth conversion, the entity election, the multi-year projection. I coordinate that directly with whichever CPA is preparing your return, so the strategy and the filing agree with each other.
Entity Formation
For LLC formation, registered agent service, and annual state filings, I use Northwest Registered Agent. To be precise about what that is: a filing service, not a law firm.
Anything that requires actual legal judgment — how your entities should be structured, what the operating agreement should say — is planning I do directly with you, coordinated with your attorney.
Exit Planning
When a business-owner client starts thinking seriously about an exit, I bring in Eric Cooper, CEPA — WIY's exit-planning partner and consultant, brought in specifically for that work.
Insurance & Risk
This is the one seat on the bench I haven't filled. I'll review your coverage — life, disability, umbrella, long-term care — and tell you directly where you're over-insured or exposed.
But I don't yet have a named insurance specialist I bring in for placement. I'd rather tell you that plainly than imply a relationship that doesn't exist.
Technology & Custody
The systems the coordination runs on.
Software and custody don't replace judgment — but they're part of how the coordination actually happens: one integrated view instead of six separate logins.
Altruist
Custodian
RightCapital
Financial Planning
Encore Estate Plans
Estate Documents
Valur
Advanced Tax Strategies
Monarch Money
Cash Flow Tracking
Equity Trust
Self-Directed IRA Custodian
How It's Tracked
Today, the coordination lives in a conversation and your case file.
When I brief a specialist or review what comes back, I note it in your file — what was shared, what came back, and when. It isn't a client-facing dashboard today; it's how I make sure nothing about your plan gets lost between conversations.
Honest Framing
What this isn't.
This isn't a family office with a staff under one roof — those exist at $50M+ minimums and $500K+ price tags. It isn't a set of employees, either. Every name above is an independent professional I coordinate with, not someone on my payroll. And there are no referral fees or formal referral arrangements behind any of it — the relationships exist because I trust the work, not because of a financial arrangement between us.
Questions About the Bench
Do you get paid for bringing in these specialists?
Has a handoff like this actually happened, or is this theoretical?
Why don't you just build this in-house?
What if my situation needs a specialist who isn't on this bench yet?
Is this a family office?
Want to see how this works for your specific situation?
Book a 15-minute intro call. Bring the specialist question you haven't had a good answer to — that's usually the fastest way to see the coordination model in action.
Book Your Intro Call