Frequently Asked Questions

After becoming a client, we will work with you to create a personalized financial plan that aligns your wealth with your values.

This is an ongoing relationship where we will regularly review your plan to ensure it continues to support your desired lifestyle and goals.

You can schedule a complimentary first strategy session by contacting us through our website.

This session is designed to help you determine if personal financial planning is right for you and if our firm is a good fit to help you achieve your goals.

We are primarily a fee-based firm, charging a clear, tiered percentage based on the assets we actively manage.

For clients who need standalone advice, we also offer financial planning services on a flat-fee basis when appropriate.

You’ll always know exactly what you’re paying and why—transparency is central to our approach. And if we’re not delivering value that exceeds the cost, you’re free to walk away at any time—no long-term commitments.

Transferring your investment accounts is a straightforward and secure process. We use the ACAT system, which moves your assets “in-kind”—so nothing is sold, and your investments remain exactly as they are during the transfer. Whether you're moving an IRA or a brokerage account, the only change is the login—you maintain full ownership and continuity. We won’t make any adjustments to your portfolio until you’ve reviewed and approved a personalized plan tailored to your goals and tax strategy.

We offer a comprehensive range of financial planning services, including simplified financial planning, retirement income planning, investment management, risk analysis, tax-efficient strategies, and estate planning.

Our goal is to provide you with a single, integrated plan.

We specialize in proactive tax planning—not tax return preparation.

Our goal is to help you uncover opportunities such as Roth conversions, tax loss or gain harvesting, charitable giving strategies, and income optimization to better manage healthcare costs or subsidies.

Everything we do is aligned with your overall financial plan. While we don’t prepare or file your taxes, we work closely with your CPA to ensure each strategy is executed smoothly and effectively.

Wealthspan is the period during which your finances support your desired lifestyle without the fear of running out of money.

This concept is at the core of our practice and differentiates us by focusing on the long-term sustainability of your wealth and lifestyle.

Our "Wealthspan" approach is unique to our firm. It focuses on helping you ensure that your finances support your desired lifestyle without the fear of running out of money.

We build a personalized plan to help you achieve this long-term financial security.

We work with individuals who want to align their wealth with their values to build a life that is financially secure both for today and tomorrow.

We help people navigate complex financial decisions and build a plan to achieve their unique goals.

You can expect an ongoing relationship where we regularly review your financial plan and make adjustments as needed. This is our Longevity Circle where together we review, revise and renew your plan as needed.

Our goal is to be a consistent partner in your financial journey, helping you navigate life's changes and stay on track toward your goals.

Your financial plan will be personalized to your unique goals and situation.

We believe in a non-one-size-fits-all approach and will work with you to create a plan that reflects your values and desired outcomes.

We provide access to a trusted network of professionals, including Certified Financial Planners (CFP®), Certified Public Accountants (CPAs), and estate attorneys.

We can work in coordination with your existing professionals to ensure all aspects of your financial life are aligned.

Our founder, Mark Sweeney, brings a unique perspective with over 30 years of experience as a former IT and government contracting professional. This background instilled in him a focus on systems, logic, and precision that he now applies to financial planning. He also holds a Master of Science degree (MSM).

Mark's passion for financial planning was born from personal experience as he helped his own family navigate complex financial challenges. This drove him to help others avoid similar difficulties by providing clarity, structure, and support. We are also supported by a dedicated team and strong institutional resources through our support from (2) Fortune 500 firms which allows us to offer you a wide range of services.

The first step is to schedule a complimentary strategy session.

This is a no-obligation conversation where we can discuss your financial goals and determine how we can help you achieve them.