https://www.outpostadvisors.net/schedule-a-call daily 0.75 2022-05-05 https://www.outpostadvisors.net/home daily 1.0 2019-09-13 https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1551920390246-VYCBGRZJBWYPEIPK90SC/banner.jpg Home https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1552407084532-Q7NRYK5COEO2OT1PFJBC/image-asset.jpeg Home - Unearth Your Purpose. Each of us are created uniquely and designed with a specific purpose in mind. In light of that truth, we guide our clients through a step-by-step process to understand their unique design. https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1552407166208-SG54EBSXICQHX1EQHPBJ/image-asset.jpeg Home - Define Your Vision. It’s hard to make a plan with your calendar, your checkbook, or your family without knowing where it is you’re headed. At Outpost Advisors, we work with you to explore and define your dream life and set short- and long-term goals for achieving that vision. https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1552407413979-2RT4Q44U8D6A2ZZ2WWKF/image-asset.jpeg Home - Deploy Your Resources. After understanding your vision, we will work with you to create a plan that aligns your financial resources with that vision. After all, what is your money for if not to facilitate your dream life and build an outpost? https://www.outpostadvisors.net/values daily 0.75 2022-07-05 https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1552460023021-OZVY4R9T3ICWZ5FMAUQO/image-asset.jpeg Values https://www.outpostadvisors.net/packages daily 0.75 2025-06-18 https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1552947759101-FIGS6FJ6TI623WPN295E/ian-dooley-280928-unsplash.jpg Planning Programs https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1556339439691-O627M9V141SX86SJVMBV/jordan-heinrichs-1153853-unsplash.jpg Planning Programs - Quick-Start $1,999 Our Quick-Start Package includes the following: Asset Organization and Transfer Assistance - For any assets that clients need moved, we will outline options and assist with the creation of new accounts and transfer of assets, keeping in mind that we may not always recommend moving all assets to Outpost depending on your unique situation. The Outpost Purpose Process - Our proprietary 4-step exercise to guide you in defining you and your family’s unique purpose, vision and goals. One-on-one Advisor sessions – Each client will walk through the key meetings in our planning process designed to efficiently and thoroughly help you navigate each step of creating and implementing a financial plan. The Outpost Financial Plan - At the end of our engagement, you’ll have a written plan, based around your stated vision and goals, detailing our recommendations for the deployment of your resources. At this level, your plan with go into depth on up to 3 key goals identified through your planning process. Budget and cash-flow planning - One-on-one coaching around the tools, processes and habits that will allow you to purposefully direct each dollar that comes your way. Ongoing Comprehensive Planning – At the conclusion of this process, you’ll have the opportunity to become an ongoing client of Outpost Advisors with access to our advice for any financial or life planning decision that comes your way. We’ll assist you with the continued implementation of your plan and offer ongoing investment management services where needed. Who is it right for? The Quick-Start package is made to help clients who are just getting started, would like ongoing comprehensive planning and need guidance on key goals as they begin building wealth, raising a family or navigating a specific season of change. https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1556339471628-YCHPBBY1HD0TOU9HIBPF/michael-robillard-379484-unsplash.jpg Planning Programs - Standard $2,999 Our Standard Package includes all of the items listed for the Quick-Start Package, plus the following: Purpose Process Review and Coaching - We’ll walk through the Outpost Purpose Process with you and digest the output together to ensure your family’s mission and vision are in place prior to developing your financial plan or deploying resources. Insurance Audit - No, we don’t sell insurance, but we will review each of your existing policies (everything from life insurance, to homeowners and auto policies) and make recommendations for potential savings and/or gaps in coverage. Multigenerational Estate Planning Guidance – Plans at this level include estate planning recommendations: everything from guardianship provisions for your children, to multigenerational wealth preservation and transfer strategies. Tax Opportunities Analysis – We will analyze your past year’s tax return and your projections for the future, identifying opportunities to minimize your family’s tax burden. Additional Goals Analysis – Instead of just covering 2-3 key areas of concern, our Standard financial planning package provides time for your planner to create in-depth analysis and guidance for up to 10 modules, which include goals such as relocation, major purchases, legacy funds, weddings, or other aspects of the unique outpost you’re building. Who is it right for? The standard package is built to address the needs of a client who is stewarding a business, a broader range of investment resources, looking for specific tax and estate strategies, or approaching retirement. This is our most popular package and gives us sufficient time to dive deep into even the most complex situations and plan for your unique vision of the future. https://www.outpostadvisors.net/disclosures daily 0.75 2026-01-12 https://www.outpostadvisors.net/investments daily 0.75 2023-12-26 https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1552235658278-HXYC15G8ZY97XFKOY286/image-asset.jpeg Investment Management & Ongoing Financial Planning https://www.outpostadvisors.net/faq daily 0.75 2022-12-06 https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1555608439886-G7D8ESP3FNWOJP425C5X/edwin-andrade-158050-unsplash.jpg FAQ https://www.outpostadvisors.net/mission daily 0.75 2019-03-20 https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1552456455180-HWQ0FFVWKEZSI3HFHVYN/image-asset.jpeg Mission https://www.outpostadvisors.net/csm daily 0.75 2025-12-16 https://www.outpostadvisors.net/people daily 0.75 2026-01-19 https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1555608258062-6LOX1M1TL3ZBLWYSVTSF/oliver-blum-1053140-unsplash.jpg People https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/b8be7b73-8ffd-4d1e-a2b0-76e6d7942070/Screenshot+2023-04-24+at+3.07.49+PM.png People https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1605306179797-VG0BNZBR0YMP6WDFOAUJ/Manuel_Steven-23.jpg People https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/f40ea86a-9059-405b-bba8-3bc482fc3942/LopezFam.jpg People - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/07461112-f7cc-43ac-a722-fa9c4d025c25/altruist_logo.png People https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/2f58208e-9562-4e82-9975-300fd8e34ea1/Charles-Schwab-logo.png People https://www.outpostadvisors.net/privacy-policy daily 0.75 2019-04-27 https://www.outpostadvisors.net/clients daily 0.75 2024-08-06 https://www.outpostadvisors.net/careers daily 0.75 2025-12-16 https://www.outpostadvisors.net/residents daily 0.75 2021-06-28 https://www.outpostadvisors.net/meeting-schedule daily 0.75 2023-08-24 https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1f40c734-1d44-48be-8708-80a8e39b85ac/Screenshot+2023-08-24+at+11.39.35+AM.png Meeting Schedule https://www.outpostadvisors.net/waypoints daily 0.75 2022-12-14 https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1595446719861-T40M5PZ5BN65PE3UIR9G/Screen+Shot+2020-07-22+at+1.38.16+PM.png Waypoints https://www.outpostadvisors.net/precisefp-testpage daily 0.75 2021-03-16 https://www.outpostadvisors.net/courses daily 0.75 2023-04-26 https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1635894309473-52EGXV9DL2NNWK0NBVP7/FBE38574-A862-4245-82B8-62039275F550.jpeg Courses https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/de0e1523-7e53-4012-9989-0ac264a3c3d5/1AF5E950-6A94-4165-BD50-26F3516F8106.jpeg Courses - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/7e37c91e-c5d2-47e4-826a-3ad45ba0b254/dontblowit.jpeg Courses - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.outpostadvisors.net/pro-services daily 0.75 2023-08-24 https://images.squarespace-cdn.com/content/v1/5c3398081aef1d7c250caca3/1552947759101-FIGS6FJ6TI623WPN295E/ian-dooley-280928-unsplash.jpg Professional Services