How We Do It

We Plan For All the Seasons of Your Life

Ours is a unique approach to a traditional discipline. Addressing your finances according to the seasonal flow of your life — and your money — aligns with natural processes. The Seasons of Advice process has a natural rhythm, one that aligns with the way you experience life. By giving our work together a context that is constant and reliable, all financial matters receive proper consideration, so you can make more effective choices and keep your wealth-building momentum moving forward.

Our Process

Thinking seasonally



As the year winds down, it is time to assess your tax strategy and make some year-end tax decisions to manage your liabilities.


The start of a new year is a great time to review life changes and planning assumptions for the upcoming year.


The onset of spring fever is a perfect time to take a close look at your asset allocation and determine if it still serves you, based on your goals and milestones.


Summer, which usually finds us relaxing with our families, is a good time to review your family's wealth protection and estate planning strategies.