Our Process

A simple process to help you improve retirement success & lower your tax bill.

Step 1 - FREE Strategy Session

A FREE Strategy Session to see if we’re a good fit. We’ll explain how you can improve your retirement plan, lower taxes, and optimize your investments.

Step 2 - Onboarding

If we both agree it's a good fit, we'll begin the process of getting organized and developing a comprehensive plan using the Foundry Framework™. This tailored approach is designed to help you retire with clarity, confidence, and peace of mind.

Step 3: Action

Once we’ve built your retirement plan, we’ll start implementing it. This includes creating a dynamic income strategy, designing a customized portfolio, and optimizing your taxes.

Schedule a Call

 You’ve questions, we’ve got answers.

  • Yes! We have clients in over 30 states, with team members spread across the country.

    Our firm is equipped to meet with clients (and potential clients) through the video conferencing software, Zoom.

  • We do not offer hourly work, or project based work.

  • We are a boutique firm that offers personalized service to our clients. You are not just another number, but are family to us.

  • For your safety and convenience, Foundry Financial uses third-party custodians to hold and safeguard your investment and retirement accounts. Our primary custodian is Fidelity Institutional, which serves more than 14,000 advisory firms and custodies over $4.5 trillion in assets. Fidelity has a long-standing reputation for reliability, innovation, and client service—making it a strong partner in helping us serve you with confidence.

    We also maintain a custodial relationship with Charles Schwab, the largest RIA custodian in the country, with over $7.6 trillion in total assets and more than $3.6 trillion specifically held on behalf of independent advisors.

    Using trusted third-party custodians ensures your assets are held securely and gives you full transparency into your accounts at all times.

  • We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account:

    —1.25% on the first $500,000 we manage
    —0.75% between $500,000 and $3,000,000
    —0.5% between $3,000,001 and $10,000,000
    —0.25% between $10,000,001 and above

    There’s no additional charge for the tax and estate planning advice we provide.

  • Foundry offers comprehensive financial planning.. We help clients with:

    —Retirement planning

    —Investment management

    —Tax planning

    —Estate planning

    —Insurance review

    —Cash flow planning

    And everything else needed to ensure you can retire without worry.