Nextstep
Welcome. Ready to take the Next Step?
Schedule a Conversation
30 Minute Phone Call
Have a question. Need to discuss something. Want to learn more about who we are and what we do. Schedule a 30 minute conversation.
60-minute exploratory meeting over coffee
Explore whether working together is the right fit. Join us for a meeting in-office, over coffee, or virtually. It is your time to ask us anything. Learn about our process and experience.
Additional Opportunities to connect and learn

Join our Investor Network
Receive informative emails and videos designed to educate and keep you up to date on relevant financial topics and developments. Receive invitations to social and educational events.

Join our Accredited Community
Participate in exclusive accredited-only educational workshops and happy hour events not made available to the general public.
Services We Provide

Real Estate Financial Planning
- Aqusition Planning
- Aquisition and Efficiency Planning
- Exit Planning
*Subscription Based

Comprehensive Financial Planning
- Goal Planning
- Cashflow
- Tax Efficiency
- Retirement
- Insurances
- Legacy
*Subscription Based

Investments
- Custom market traded portfolios
- Access to traditional and alternative investment offerings.
- Offerings for accredited investors only
- Limited partnerships
- Private Placements
- DSTs (1031 Exchanges)
- Opportunity Zone Funds

À La Carte Solutions
- Investments
- Insurances
- Select Financial Planning services available À La Carte.
Additional Self-Study Educational Resources
Financial Planning Library
Never stop learning. Access articles and videos on various personal financial planning topics.
Market Insights Blog
Published weekly, this blog will keep you up-to-date on relevant economic and market events from the previous week, as well as provide timely tips and information about various topics.
Financial Tools and Calculators
Make use of these complementary calculators to help provide answers to financial questions.