Process

Our process is built around your life, not just your portfolio.

Every plan starts with a conversation and keeps evolving as your life does. Here's what working together actually looks like, from the first meeting to the years after.

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Schedule a call

Step 01

Introductory Meeting

A no-pressure first conversation to get to know each other and see if we're the right fit before any information changes hands.

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Schedule a call

What we'll cover:

A general sense of your goals and priorities
An overview of our process
What it's like to work with us
Our fee structure and how we're compensated
Whether we're the right fit for each other
Any questions you have, no matter how basic

Step 02

Get Organized

Bo will sit down with you to gather your account details and walk through uploading and organizing everything we need so nothing gets missed once we start building your plan. No pitch, no prep work on your end, just an hour to get your information in order.

Step 03

Goal Definitions

With your information already in hand, we move to your goals: retirement on your terms, your kids' education, a second home, whatever's on your mind. Max works with you to turn those priorities into specific, measurable goals we can build a plan around.

Step 04

Plan Implementation

We build a plan that connects your investments, tax situation, and estate planning into one coordinated strategy, then put it into motion. We handle the paperwork, coordinate account transfers, and walk you through the reasoning behind every recommendation, so nothing is left for you to execute on your own.

ONGOING SUPPORT

Markets shift. Life changes. We meet regularly to review your plan, adjust for what's new, and stay in your corner for the decisions that come up between meetings, not just the scheduled ones.

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Schedule a call

What we'll stay on top of:

Regular check-ins to review your plan and progress
Portfolio monitoring and rebalancing as needed
Plan adjustments when your life changes
Tax planning coordination as your situation evolves
Ongoing updates as markets, tax law, or your goals shift

frequently asked questions

How do we get started?

Our typical engagement starts with a conversation- book a time in the calendar below or give us a call. We’ll figure out what problems you are trying to solve and whether we are the right fit for that solution

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What should I bring to a first conversation?

The more information you have about your goals, challenges and roadblocks the better. That said, in the first conversation you don’t need to bring anything with you.

Do you work with clients with large estate tax issues?

Yes, we do. A good number of our clients are facing state and federal estate tax issues. We work in tandem with their estate planning team to ensure structure is sufficient to deal with that. In special cases, we ensure the right amount of liquidity—via insurance or cash—is ready for those issues when they arise.

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How often will we meet once a plan is in place?

At the very least once a year. Some of our clients like to meet quarterly, some once a year. The idea is to serve our clients where they are at. Checking in and updating the plan is something we offer to all out planning clients.

What if my situation changes?

We know your situation will change, so then will your plan. Our plan is a dynamic and ever changing one. Our job is to get you information to make informed decisions as life changes, we anticipate and expect that.

Do you work with clients outside Oregon?

Yes, we have clients all over the country and are comfortable working with our clients remotely, in some ways we are built for that.

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How are your fees structured?

We do well when you do well. Our fees are straightforward and decline with account size. You can find our fee schedule here.

Lookahead Wealth, LLC is a state Registered Investment Advisor in Oregon. Prior to doing business in any other jurisdiction, the firm will ensure all licensing requirements or execptions from licensing are met.

Lookahead Wealth’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Lookahead Wealth’s website on the Internet should not be construed by any consumer and/or prospective client as Lookahead Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from ‘Lookahead Wealth’. Individualized direct responses to a prospective client that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption from registration in the state where such prospective client resides. For information pertaining to the registration status of Lookahead Wealth, please contact the United States Securities and Exchange Commission on their website at or the state securities law administrators for the State of Oregon. Access to this website is provided for informational purposes only and without any warranties, expressed or implied, regarding the accuracy, completeness, timeliness, or results obtained from any information posted on this website or any third-party website linked to this website.