Engineering
Your Financial Success
What We Do
Help you find confidence in your hopes and dreams. We help answer your most important questions.
Invest
Invest with professionals.
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How risky is my portfolio?
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How do my returns compare?
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How should I be invested?
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I need a second opinion from a fiduciary.
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How risky is my portfolio?
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How do my returns compare?
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How should I be invested?
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I need a second opinion from a fiduciary.
Plan
Plan for confidence.
(Includes All Invest Services)
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How much can I spend?
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When can I retire?
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Will we run out of money?
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Am I saving enough?
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Will I be able to….
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How much can I spend?
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When can I retire?
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Will we run out of money?
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Am I saving enough?
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Will I be able to….
Plan and Tax
(Includes All Plan Services)
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How can I be more proactive on my taxes next year?
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What should I ask my CPA?
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Am I missing any tax opportunities?
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Can I be more tax efficient?
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How can I be more proactive on my taxes next year?
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What should I ask my CPA?
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Am I missing any tax opportunities?
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Can I be more tax efficient?
Family Office
Full Concierge Service
(Includes All Services)
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How can I pass on my values to my kids?
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Do I have the right protections for my situation?
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What am I forgetting?
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What can I do to plan my legacy?
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How can I pass my values onto my kids?
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Am I protected against liabilities?
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What am I forgetting?
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What is my legacy?
Who We Serve
Engineers, Scientists, and other Data Minded Individuals, and their Families
Engineers often get a bad rap as being the toughest clients. Why? Because we are smart, analytical, thorough, efficient (especially with money), and constantly challenging the status quo. If that describes you at all - welcome! We get you! We think you make the Best clients because we are cut from the same cloth. The most successful Engineers also know the best results require the best processes, inputs and a solid plan. That is why all our relationships start with a thorough financial plan. Let our experience with building and preserving wealth be part of your process. We’re here to engineer your financial journey.
How We Work
Our Process
We typically meet with new clients several times in the first few months. This helps us speed up the process of getting to know each other and allows us to build a financial plan that truly reflects who you are as an individual.
Introduction & Discovery
- Get to know us, and we’ll get to know you!
- We’ll share what we’re about here at Turquoise and the value we deliver to clients
- Overview of planning process/fees
- What are your goals? How much risk are you comfortable with? What assets do you have and where?
- Begin explaining our premier tools and how to interact with our team
Plan & Implement
- We’ll start crunching the numbers and working on your unique plan
- We’ll prioritize goals and evaluate different scenarios to help you achieve them
- Share our recommendations for investment solutions and strategies based on plan results
- Finalize investment details and implement your preferred strategies
Monitor & Communicate
- Ensuring you stay on track!
- Semiannual reviews of financial plan and performance relative to your goals
- As needed access to your advisor team
- Regular communication