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Fully integrated financial planning, tax planning, and investment management for anyone with equity compensation.

Prospective Client Intake Form
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The Zajac Approach

Built for complex wealth-not spreadsheets first, but perspective first.
We start with a simple conversation, get clarity on your goals, and move forward with purpose.

Step 1

Discovery Call (30 minutes)

We'll start with a casual conversation around what's most important to you - your goals, the concerns that prompted you to reach out, and how we may be able to help. We'll also touch briefly on some of the more complex components of your wealth, such as your equity compensation or taxes.

Tip: No need to bring financial statements or records with you, we're more interested in learning about you and giving you the chance to connect with our team. This is simply our opportunity to connect and get to know one another.

Step 2

Fit & Strategy Call (45-60 minutes)

This is our opportunity to really dive deep into the details of your financial standings. After taking some time to understand and assess your current picture, we'll share our initial observations and discuss how our planning process will be used to support your goals. If everything sounds good and you're ready to proceed, we'll share more information regarding our services and pricing.

Tip: Before this meeting, we'll ask you to complete a short intake form to help us better understand your financial picture.

Step 3

Engagement and Onboarding (60 minutes)

When you're ready to forge ahead, we'll have you sign some documents and send over additional details, which we'll use to build out your comprehensive plan. Moving forward, we'll be here to guide you through every step of your financial journey- offering expert support and personalized guidance along the way.

Tip: If you have any questions during the planning process, we're only an email or phone call away.

Equity & Planning Snapshot

Start here to help us understand your financial picture.
It’s quick, confidential, and helps us make the most of our first conversation.

Prospective Client Intake Form

FAQs – Who We Best Serve

Learn about our answers to commonly asked questions about seeking a professional financial planner.

What types of clients do you work with?

We love working together to appropriately integrate your goals and objectives into a customized wealth solution. We work best with most types of clients who:

  • Have big decisions to make with equity compensation
  • Value professional advice from qualified and experienced advisors
  • Feel motivated to reach ambitious financial goals
  • Are interested in engaging with a process
  • Want to succeed by outsourcing complex financial and investment functions to their personal team of advisors

Is there any reason I wouldn’t want a financial planner?

Not everyone is the right fit for a financial planner, which is why, at Zajac Group, we take the time to make sure we match our clients’ needs. Some people who may not be the best fit for our financial planning services might be those that:

  • Believe anything can be DIY-ed
  • Want the cheapest possible solution
  • Need a quick fix and don’t want to commit to a process
  • Are looking for free advice

Schedule an Appointment