FAQ’s

We believe an effective wealth partnership is like a growing tree and the roots are your custom financial plan. To make confident money decisions that match your goals and your life, you need a clear plan first. We use comprehensive planning software to map your full picture, model multiple “what if” scenarios, and compare tradeoffs. Then we combine data with our team’s experience to help create the best outcomes for each unique client situation. Learn about strategic financial planning: https://yourtailoredwealth.com/2025/08/21/from-financial-anxiety-to-clarity-how-high-earners-can-build-confidence-with-a-structured-plan/

We start with your plan and then execute it with precision. Tailored Wealth covers cash flow, retirement, risk management, taxes, and legacy planning. We manage investments and help with equity compensation, trust coordination, and thoughtful giving. For busy leaders, we add practical support like tax preparation, estate planning coordination, compensation and offer review, business exit planning, healthcare and benefits reviews, and family wealth education. Everything works together toward your goals. Explore our full services: https://yourtailoredwealth.com/how-we-help/

We start with a small upfront fee for your custom financial plan. If you choose a long term partnership with us, we credit a portion of that planning fee because we want you to see our work in action before you decide. Ongoing, clients pay either a simple monthly fee or a percentage of assets under management when we manage investments. Our fees are net to our clients and there are never hidden trading or investment fees. This covers our full suite of services across planning, investments, tax strategy, and coordination. There is a small additional fee for trusts and wills and for tax preparation. Read Find a Planner that Saves and Makes you More Than They Cost: https://yourtailoredwealth.com/2025/03/07/finding-a-financial-planner-who-saves-and-makes-you-more-than-they-cost/

Yes. Tailored Wealth is legally and ethically bound to act in your best interest at all times. We are fee only and compensated solely by the transparent fees clients pay, not by investments, products, or referral kickbacks. Our advice is independent, objective, and aligned with your goals, and we are structured to minimize conflicts of interest as your long term planning and investment partner.

We tie portfolio design directly to your financial plan and the timing of your cash flow needs. Using our proprietary Life Driven Investing framework, we fund near term spending with cash and guaranteed income, then align short term, midterm, and long term buckets to appropriate risk and growth engines to lower sequence risk. Portfolios are diversified across public markets and selectively include private investments for added diversification and upside. We rebalance with discipline, manage taxes, and adjust as your goals evolve. Learn how we put your plan to work: https://yourtailoredwealth.com/how-we-help/

Yes. We integrate equity decisions into your financial plan so each grant, vest, exercise, and sale serves your goals. We model scenarios to minimize taxes and surprises, including AMT for ISOs, sell-to-cover for NSOs, RSU same day sales, ESPP holding periods, and 10b5-1 trading plans when helpful. We also manage concentration risk and turn company stock into a funding engine for other priorities. Watch “Give Me 7 Minutes, I’ll Tell You Everything About Equity Compensation”: https://yourtailoredwealth.com/videos/give-me-7-minutes-ill-tell-you-everything-about-equity-compensation/

We align your next move with your financial plan and helps you make smart decisions at each step. We review severance terms, non-competes, and health coverage, and clarify how your equity will vest, accelerate, or expire. We model new pay packages, help you negotiate for better cash and equity, and set paycheck withholding correctly. We guide 401(k) rollovers, multi-state tax issues, and benefits elections, then adjust cash flow and portfolios to match your new priorities. Get our guide to optimizing wealth through a job change: https://jobchange.yourtailoredwealth.com/

We help founders get exit-ready early and turn valuation into a lasting outcome. We model deal structures and cash vs. rollover decisions, coordinate with your CPA and attorney, and design tax-smart strategies such as QSBS §1202 planning, pre-event charitable giving, and post-sale diversification. We also plan for life after the close by aligning cash flows, investments, and estate goals so the next chapter funds what matters most. Read: “Is Your Exit Plan Half Baked? Here’s How Founders Turn Valuation into Legacy”: https://yourtailoredwealth.com/2025/08/07/is-your-exit-plan-half-baked-heres-how-founders-turn-valuation-into-legacy/

We begin with a short introductory call to get to know each other and understand what you want to achieve. Next comes a comprehensive mutual fit meeting where you share your situation and goals, and we walk through our process, services, and what it is like to work together. If we both agree it is a fit, we start with a custom financial plan. This stage is risk free and comes with a money back guarantee. From there, we decide on the best ongoing approach for your needs. Book a free Wealth Clarity Chat: https://go.oncehub.com/WealthClarity