
About Proper Planning
Your Wealth. Well Planned.
Advice without agenda
Here, we do things differently. We don’t lead with products, portfolios, or high-pressure sales. We start with your life—your goals, your values, your vision for the future. Then we build a personalized plan to help you get there, with investment management, tax strategies, and estate planning support all in one place.
Whether you're preparing for retirement, optimizing a complex compensation package, or planning a legacy for your family, we provide ongoing, transparent guidance that adapts as your life evolves.
What makes us different
Planning-First, Always: As fiduciaries, we lead with strategy, not product. Our approach is anchored in your values and goals.
Integrated & Holistic: Tax strategies, estate plans, retirement goals: our advice ties everything together. We consider the full picture, and follow a fiduciary standard.
Transparent Cost: Everything is included. No surprise invoices. No upselling. Just ongoing advice.
Estate Planning Support: We coordinate with licensed attorneys in all 50 states to make sure your estate documents are not only in place, but aligned with your broader plan.
Who we best serve
Families & Individuals
You want deep, ongoing planning, not just investment management.
Life in Transition
Your life is in transition: retirement, selling a business, divorce, managing equity compensation, or inheriting wealth.
Family Stewards
You need a qualified team to handle your family’s wealth with care and diligence. You value clarity, purpose, and relationship in your financial decisions.
Businesses & Business Owners
You own or manage businesses and need guidance on succession planning, exit strategy, or designing and maintaining qualified retirement plans like 401(k)s.