As a tech professional with a growing income, I found myself at a turning point. I had done well for myself - multiple income streams, a couple of properties, and various investments - but my financial picture was becoming increasingly complex. I was juggling multiple tools and platforms, trying to track everything from cash flow to investments, while dealing with complicated tax situations from multiple K-1s and various business interests.
Like many of my peers, I considered myself financially savvy. I'd tried everything from robo-advisors to traditional wealth management firms. The self-service tools left me doing endless research on my own, while traditional advisors seemed to follow the same old playbook - collect their fees, put everything in a standard portfolio split, and check in once a year. Neither approach felt right for where I was in life.
What really caught my attention about Range was their approach to tax optimization. But what started as a focused solution for tax planning quickly revealed itself to be something much more valuable. During my first meeting with my advisor, we spent an entire hour just talking about who I am, my goals, and where I wanted to go - before we even discussed specific strategies or investments. It was clear this wasn't going to be another cookie-cutter financial plan.
The experience has completely transformed how I think about financial planning. Instead of just reacting to immediate needs, I'm now taking a proactive, comprehensive approach to our financial future. Having a team of advisors available through the platform means I can message them any time with questions - big or small - and get thoughtful, personalized responses within 24 hours. The tax strategy alone has been worth the price of membership, but it's the peace of mind and confidence in our overall financial direction that's been truly invaluable.
What sets Range apart is how they combine high-touch personal service with modern technology. The platform gives me a clear view of our complete financial picture, while the advisor team provides the strategic guidance to make informed decisions. They've helped us with everything from tax optimization to estate planning, insurance reviews, and investment strategy - all with transparent, flat-fee pricing that makes sense.
Looking back, I realize I wasn't just looking for financial advice - I needed a true partner who could help simplify and streamline our increasingly complex financial life. Range has become that partner, giving me both the tools and expertise to feel confident about our financial future.
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