The Peace of Mind Score®

We Don’t Just Discuss Confidence in Your Financial Plan. We Measure It.

Many traditional approaches focus on general financial baseline assumptions. We give you a number — and a clear roadmap designed to help improve it, now including insights from efficient frontier research and your personal VaR profile.

Our proprietary evaluation framework assesses how well your current financial manages overall risk across the areas that matter:

Tax Drag & Efficiency Potential

WA state exposure, concentrated stock, harvest opportunities

Market & Sequence of Returns Risk

VaR-aligned positioning and downside risk management

Longevity of Retirement Income

Bond Replacement & efficient frontier considerations

Insurance & Legacy Management

Annual contract reviews and estate coordination

Overall Complexity & Behavioral Risk

AssetLock® monitoring and disciplined decision support

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ePersonal Financial

Helping You Protect What Matters Most!

Who We Serve

We Specialize in Complex Financial Challenges

If you hold significant positions in MSFT, AMZN, META, ORCL, COST, or other Washington-based companies, you face 7–9.9% Capital Gains Tax today + a potential 9.9% Millionaire Income Tax starting in 2028. Our multi-year in-kind transitions, daily tax-efficient strategies, and AssetLock® monitoring are designed to help reduce risk gradually while respecting your annual tax budget, all aligned with your VaR Score and integrated Bond Replacement strategy.

  • Multi-year in-kind transition process (not one-time sale tax hit)

  • Daily automated tax-efficient strategies to offset gains within your budget

  • AssetLock® behavioral monitoring helps manage discipline during volatility

  • VaR Score ensures the transition stays aligned with your personal risk tolerance

  • Bond Replacement strategies are designed to help balance the overall portfolio risk/return as you diversify

Your Time Is Now

Schedule Your Complimentary Review