Our process is simple. We use it to get a quick snapshot of your life and finances. It’s designed to help us learn about you, not to overwhelm you.

Most clients upload documents they’d like to discuss with their advisor.
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These can include:
- Estate planning documents
- Tax-related materials
- Investment and retirement statements
- Insurance policies
- Debt or loan information
- Business and financial planning documents

You’ll be able to upload them securely through your dashboard.

Very. Every client has a private Data Privacy Vault accessible only to them and their advisor.

Take a look at our plans page.

Nope. That’s one of the biggest ways we’re different. Most firms require assets to be transferred before they’ll even talk to you. Not us. We’re here to be your thinking partner — no strings attached.

You have two easy options:
Send a message to your advisor through the dashboard chat, and they’ll respond promptly.

Schedule a phone or video call if you’d rather talk it through live.

Absolutely. From open enrollment to big decisions, we’re here to guide you through all your money-related choices.

Yes. We offer personalized guidance on:
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- 401(k)s and retirement accounts
- Equity compensation and related tax considerations
- How these fit into your broader financial plan

Our approach is holistic — everything works together.

Yes, portfolio management is included in your membership.

Definitely. That’s the heart of STARs. These are your finances, and you’re in the driver’s seat. We’re your collaborative partner when you need clarity, direction, or a second opinion.