A steady hand, year after year.
A trusted advisor for the long run - regular sit-downs and someone to turn to whenever something important comes up.
The advisor you call before you decide
Life doesn't hand you big decisions on a schedule. Ongoing advisory means you always have an impartial, informed person to think things through with.
We hold the context year to year, so every conversation starts from understanding rather than scratch.
Is this you?
- Important decisions come up for you regularly
- You value continuity and a relationship over one-off advice
- You want a sounding board you can reach between meetings
- You'd like an advisor who already knows your situation
How the engagement runs
Onboarding
We build a full picture of your situation and what matters to you.
Regular sit-downs
Scheduled in-person reviews at a cadence that suits you.
On-call clarity
Reach your advisor when something important lands.
Annual review
A yearly step-back to make sure everything still fits.
“Knowing I could pick up the phone to someone genuinely on my side changed everything.”
Common questions
Most ongoing clients meet two to four times a year, plus ad-hoc conversations as things arise.
No. Ongoing advisory continues only while it's genuinely useful to you.
A simple fixed annual fee, agreed upfront - never a percentage of anything you own.
Explore the rest
Decision clarity session
Turn a tangle into a clear next step.
A focused, one-off session to weigh a single big decision - the options, the risks, the trade-offs - so you leave knowing exactly what to do.
Planning & strategy
From a goal to a concrete plan.
We turn a goal that matters into a clear, sequenced plan with milestones, so you always know the next move and the right time to make it.
Second opinion review
An honest check before you sign.
Already holding a proposal or quote? We review it independently and tell you plainly whether it stacks up - and what to question first.
Ready to talk it through with someone on your side?
Your first meeting is complimentary, in person, and entirely without obligation.