How we work.
We start by discussing what you need, then agree on the work and fees. The steps below describe an ongoing planning relationship; a tax return or legal matter may have a narrower scope.
From first call to ongoing review.
We explain the next steps and discuss fees before work begins.
Introductory call
We spend about 15 minutes discussing what you need help with, which services apply, and what they cost. There is no obligation to become a client.
Build the plan
We review the information covered by your engagement and explain our recommendations, assumptions, and alternatives. With your authorization, the relevant Koala teams can contribute to that review.
Put it to work
You decide which recommendations to act on. Tax work, legal documents, and insurance placement are handled by the appropriate Koala entity under separate engagements and with your authorization.
Review and adjust
For ongoing engagements, we review progress and discuss changes such as a new job, inheritance, business sale, or new child. We update the work covered by your agreement as needed.
Share information with your permission.
With your authorization, the teams you engage can share relevant information and discuss decisions that affect more than one service.
Before deadlines
Discuss tax decisions, charitable gifts, portfolio changes, and legal work before the relevant deadlines.
When facts change
A move, sale, inheritance, new business, or family change can be reviewed across the services you use.
When teams need the same information
You can authorize us to share relevant background between the Koala professionals working with you.
Which entity provides each service.
Investment advisory, tax, and accounting services. A registered investment adviser. Clients are not required to use any affiliated service.
A separate law firm for estate planning and business law. Attorney-client relationships and privileges run through Koala Law.
Insurance product review and placement, with compensation explained before any application is submitted.