A transparent look at how I work and what to expect before getting started.
No surprises, no hidden fees, no fine print. Just a clear and honest picture of what working together looks like.
One simple path to financial clarity.
Six steps. One goal. Your financial freedom.
No Cost Intro Meeting
A complimentary consultation to understand your complete financial picture and determine if we are the right fit.
Establish Goals & Objectives
Identify your short and long-term goals so every decision addresses your unique concerns.
Analyze Your Financial Situation
A holistic evaluation of your strengths, gaps, and opportunities to build your plan on the strongest foundation.
Develop & Present Your Plan
A comprehensive, personalized plan with clear strategies. No jargon, just a roadmap you understand.
Implement Your Plan
I put your plan into action, coordinating investments, insurance, estate, and tax strategies so nothing falls through the cracks.
Monitor & Review Your Plan
Ongoing adjustments to keep your plan aligned with life changes, market conditions, and evolving goals. Great planning never stops.
Before we talk dollars, let's make sure we are a fit.
I work with an intentionally small number of families so I can give every client the attention they deserve.
My core belief is that no two clients are the same. That is why I dedicate time to understand your situation, customize everything we do to meet your needs and leverage an open architecture platform to identify world-class solutions and services to achieve your goals.
The first conversation is always free, always confidential, and never a sales pitch.
One fee. No surprises.
I believe you should know exactly what working together costs before we ever sit down.
No Fee
Intro Meeting
Free
A no-cost, no-obligation conversation to see if we are a good fit. Come with questions. Leave with clarity.
- No pressure, no pitch
- Always confidential
- Understand your goals before anything else
Main Fee
Comprehensive Planning
AUM Based
Advisory fee is based on value of assets professionally managed, assessed quarterly and taken directly from accounts. Discussed during your intro meeting based on complexity and scope.
- Full portfolio management
- Tax strategy and estate planning
- RSU, insurance, cash flow and college planning
- One relationship. One integrated plan.
My Promise
Why Fee-Only?
No Commissions
As a fiduciary I am legally and ethically required to put your interests first, always. My compensation comes directly from you, not from a product company or fund manager.
- No hidden agendas
- No conflicts of interest
- Every recommendation based on what is right for you
Common questions about working together.
I want you to feel completely informed before we ever sit down together. If something is not answered here, I am always just a phone call away.
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Yes. I work with clients virtually and in-person, and am able to practice in all 50 states. I also partner with clients working or happily retired in Europe, South America, and Asia.
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Yes. Due to the high-touch and personalized nature of my practice, I do my best work with clients who have accumulated at least $1 million in investable assets, not including their primary residence.
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Meeting cadence will be determined before onboarding depending on personal preferences, financial complexity, and life stage. At a minimum, we will connect formally on a semi-annual basis to take a deep-dive with your plan and make any necessary adjustments. I am always available for my clients between scheduled meetings to provide advice as things come up.
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Client assets are held in custody with LPL Financial, Fidelity Investments, and Charles Schwab. These are three of the most trusted and largest names in the industry, providing you with security, flexibility, and access to top-tier technology.
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The advisory fee is billed directly from your investment accounts at LPL Financial, Fidelity, or Charles Schwab on a quarterly basis. Our fees is discussed and agreed upon before we onboard clients.