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.

Let’s talk about how we can help.

Book a free consultation