OUR PROCESS

A Financial
Planning Experience Built Around You

Who We Help

Professionals with Equity Compensation

RSUs, ISOs, ESPPs – we know, the stakes are high. We help you make smart, tax-aware decisions about your stock plans so they become part of a strategy, not just a paycheck surprise.

Pre-Retirees and Early Retirees

You’ve worked hard. Now it’s about protecting what you’ve built and turning it into income that lasts. We help you retire with confidence and a plan to enjoy the years ahead, not worry through them.

Business Owners & Entrepreneurs

You’re building something bigger than yourself. We create financial plans that support both your business and your personal goals, whether you’re growing, scaling, or preparing for a future sale.
You deserve more than a generic plan. At Defining Wealth, we take the time to understand your goals, align your money with your values, and give you the confidence to move forward. No pressure, no confusion, no fine print.

Here’s what you can expect when you work with us:

01
Explore

Let’s start with a conversation.

Before we talk numbers, we listen. We’ll learn what’s on your mind, answer your questions, and share how we work so you can decide if we’re the right fit for your goals.

02
Kickoff
Clarity starts with connection.

Once you’re ready to move forward, we’ll schedule a kickoff meeting to get to know you beyond the spreadsheet. We want to understand your family, your values, and the bigger picture that drives your financial decisions.

03
Discover
We learn what matters most to you.

We gather the details of your financial life — income, assets, equity comp, goals, and more — so we can build a plan that aligns with your real-life priorities. This step lays the foundation for everything that follows.

04
Design
We collaborate on a plan you can actually use. This is where we meet to confirm the design of the plan is on track. We go through investments, tax strategy, estate planning, risk management, and more to make sure we are headed in the right direction. It’s all centered on your definition of success.
05
Deliver
You’ll walk away with more than just a document.

We present your full financial plan in clear, understandable language. Whether you’re implementing it on your own or continuing with us, you’ll leave with confidence and clarity.

06
Implement

Guidance in a changing landscape. We provide continuous advice and support. Through regular strategy sessions and open communication, we help you stay aligned with your goals as life evolves.

What We Help With

Retirement Income
Create a reliable income stream so you can retire with confidence and stay retired.
Equity Compensation
Make the most of your RSUs, ISOs, and ESPPs with strategies that support your long-term goals.
Risk Management
Protect what matters most with the right insurance and safeguards in place.
Tax Strategy
Keep more of what you earn with proactive planning that minimizes unnecessary taxes.
Investing
Build a smart, diversified portfolio designed to support your plan—not just chase returns.
Estate Planning
Make sure what you’ve built is protected and passed on according to your wishes.
Cash Flow
Understand where your money is going and how to align it with what you value most.
Charitable Giving
Give generously and strategically with plans that reflect your heart and maximize your impact.

Let’s build a plan that supports the life you really want without the guesswork.

See If We’re a Fit