No jargon, no pressure, no surprises. Here's the exact path from a first conversation to an ongoing planning relationship.
A straightforward path, whichever service fits your situation.
A no-pressure, 20–30 minute conversation to understand your situation and see if it's a good fit, on both sides.
If it makes sense to move forward, we gather the full financial picture and put together a clear proposal: scope, fee, and timeline, all upfront.
Once you sign the advisory agreement, we get to work: gathering documents, setting up any needed accounts, and building your plan.
Plans aren't static. We revisit, adjust, and check in on a regular cadence as your income, equity comp, and goals evolve.
A few principles that shape every client relationship at PLC.
No commissions, no product sales. Every recommendation is judged by one standard: is this right for you.
Plain language over industry-speak. If a concept can't be explained simply, it hasn't been explained well enough.
Your priorities, not just your portfolio, shape the plan. The goal is a well-lived life, not just a big number.
Book a free intro call, no pressure, no product pitch.