Our Process

A simple process to help you improve retirement success & lower your tax bill.

Step 1 - Exploration

A 45-minute FREE retirement assessment session to review your situation. We’ll explain how you can improve your retirement plan, lower taxes, and optimize your investments.

Step 2 - Onboarding

If we both agree it's a good fit, we'll begin the process of getting organized and developing a comprehensive plan using the Foundry Framework™. This tailored approach is designed to help you retire with clarity, confidence, and peace of mind.

Step 3: Action

Once we’ve built your retirement plan, we’ll start implementing it. This includes creating a dynamic income strategy, designing a customized portfolio, and optimizing your taxes.

Schedule a Call

 You’ve questions, we’ve got answers.

  • Yes! We have clients across the country. Even clients in Southern California often choose to meet virtually.

    Our firm is equipped to meet with clients (and potential clients) through the video conferencing software, Zoom.

  • We do not offer hourly work, but we do offer a very limited number of one-time retirement plans beginning at $5,000.00. We are unable to offer a free assessment to people not interested in a long term engagement.

  • We are a boutique firm that offers personalized service to our clients. You are not just another number, but are family to us.

  • For your safety and convenience, Foundry uses Schwab Financial as a third-party custodian for our client investment and retirement accounts.

    Schwab custodies roughly $3.6 trillion of RIA assets, and $7.6 trillion overall, making it far and away the largest RIA custodian.

    We also custody at Fidelity.

  • We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account:

    —1.25% on the first $500,000 we manage
    —0.75% between $500,000 and $1,000,000
    —0.65% between $1,000,000 and $3,000,000
    —0.45% between $3,000,000 and $10,000,000
    —0.25% on amounts above $10,000,000

    There’s no additional charge for the tax and estate planning advice we provide.

  • Foundry offers comprehensive financial planning.. We help clients with:

    —Retirement planning

    —Investment management

    —Tax planning

    —Estate planning

    —Insurance review

    —Cash flow planning

    And everything else needed to ensure you can retire without worry.