You've got accounts from old jobs, stock options you're not sure what to do with, insurance you set up years ago and haven't looked at since. You know it should all connect somehow, but there's never enough time to sit down and make sense of it. Meanwhile, the kids are getting older, your parents need more help, and the decisions keep getting bigger.
We're not here to talk at you about market returns and asset allocation. We're here because we know what it's like to be in the thick of it. Demanding career. Young kids. Aging parents. A bunch of financial loose ends that never seem to get tied up. Peregrine exists to help people like us get organized, think clearly, and finally feel like it's handled.
Questions we get asked often.
Who do you typically work with?
High-earning people in transition. Maybe you just had a kid, got a promotion, received a big equity grant, or started thinking seriously about retirement. You're doing well but want to make sure you're making the right moves.
What makes you different from other advisors?
I've built this firm for people like me. Big career, young family, a lot going on, and a financial life that's grown faster than the systems around it. I know what that feels like because I'm living it too. So when other advisors say they look at everything and most don't, I take it personally. We actually do the work of connecting it all, investments, taxes, estate, insurance, so nothing slips through the cracks.
How much does it cost?
We'll cover fees on our first call so you know what to expect. No awkward surprises.
Do I need a certain amount saved to work with you?
No. We care more about where you're headed than where you are today. If you've got the income and the commitment to make real progress, we can work with that.
I already have a 401k and some investments. Is that okay?
That's most of our clients. We work with what you have and help make sure it's all pointed in the right direction.
