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The Martello
Process

A straightforward path
from first conversation
to ongoing partnership.
1

Initial Conversation

We start with a brief conversation about you, your situation, your concerns, and what you're hoping to accomplish.

  • Short questionnaire to make the most of our time together
  • We share initial insights based on your situation
  • Ask as many questions as you'd like, no pressure
2

Getting Organized

We help you gather your complete financial picture in one place, without the usual headaches.

  • Investment accounts, tax documents, insurance, estate plans
  • Secure upload portal or we'll come scan your documents in person
  • Most clients complete this in minutes, not hours
3

Your Living Plan

We build a plan that evolves with you, not a 60-page binder that collects dust.

  • Tax-focused strategy tailored to your specific situation
  • Clear projections you can actually understand
  • Adapts as life changes, new grandchild, health events, tax laws
4

Follow-Through

Plans without execution are just ideas. Every recommendation becomes an action item we track to completion.

  • Clear action items with accountability
  • We handle the heavy lifting, paperwork, transfers, coordination
  • Nothing falls through the cracks
5

Proactive Reviews

We meet at least twice a year to review and adjust, because tax laws change, markets shift, and life happens.

  • Minimum two scheduled reviews per year
  • Tax strategy updates before year-end deadlines
  • Portfolio rebalancing as needed
6

Ongoing Partnership

Life doesn't follow a set schedule, and neither do we. When you have a pressing need or significant life change, we're here.

  • Call or email whenever questions come up
  • Additional meetings as needed at no extra charge
  • A relationship built for the long term

What Makes This Different

Your Pace

Whether you prefer to move quickly or take time to think,
we adapt to how you work best.

Your Way

Digital tools, in-person meetings,
or a blend of both,
we meet you where you are.

Tax-First

Every step considers
the tax implications,
because keeping more matters.

Ready to Get Started?

The first step is a conversation.
No commitment, no pressure,
just an honest discussion about
your situation and whether we
might be a good fit.

Get Your Tax-Focused Review

Best for pre-retirees and retirees
with $750K+ in investable assets

Have questions?

See our FAQ