Your Path to Financial Clarity

We work together to align your resources with the milestones that matter most to you:

Navigating Career Transitions: Optimize equity compensation, RSUs, and negotiating your total package.
Planning for the Future: Design a work-optional retirement or saving for a home and education.

Strategic Wealth Alignment: Implement tax-efficient solutions and managing debt with purpose.
Achieving Independence: Move from "working for money" to making your money work for your life.

Financial Services

A Strategy for Your Financial Life

The best way to get where you want to go is to chart a course that considers the whole journey. You deserve a plan that looks beyond just one account to see your entire financial landscape.

We start by understanding your "why" and then look across every element including investments, taxes, insurance, and estate needs to ensure they are working in harmony. As an ongoing partner, I am always here when life changes or questions arise. Whether it’s a quick check-in or a deep dive into a major life milestone, you gain the confidence that comes from a roadmap built specifically for you.

Evidence Based Investing for Your Goals

Investing isn't about chasing the latest market trend. It is about building a disciplined strategy that gives you the best chance of reaching your objectives. We create portfolios designed to minimize costs and simplify the complexity of your holdings so you can stay focused on the long term.

By evaluating your personal risk tolerance and time horizon, we implement a strategy that is intentionally diversified and tax-efficient. You gain a portfolio that works in harmony with your financial plan, giving you the confidence to ignore the daily market noise and focus on the life you are building.

Financial Planning Process

Discovery

We start by identifying your unique needs and objectives.

Clarity

We dive deeper on your financial goals and collect the information needed to assess your current financial situation.

Insight

I analyze your personal situation with your values and priorities in mind.

Strategy

I develop a written plan of action with realistic solutions and simulations to understand path to success.

Alignment on Vision

We meet to review a comprehensive financial plan and recommendations for next steps.

Action

We align on responsibilities for next steps and identify realistic timelines for implementation.

Evolution

We check-in and adjust our plan as circumstances change.

Investment Philosophy

Goals drive investment strategy

We identify the suitable mix of investments to pursue your goals based on your time horizon, risk tolerance, and returns needed to get there.

Diversification aims to reduce risk and volatility

Diversification ensures that your assets are spread strategically across various investment types, geographies and time horizons. The goal is to minimize volatility across your portfolio.

Markets work efficiently

I believe that markets generally reflect accurate prices and that no one can consistently time the market over the long term.

Transparent
Pricing for
Objective
Advice

As a Fee-Only Fiduciary, my only incentive is your success. I’ve removed the commissions and product-sales incentives common in traditional finance so that my advice remains truly objective.

The Flat-Fee Model

I believe that financial planning should be easy to understand. That’s why I charge a transparent annual flat fee rather than a percentage of your assets under management (AUM). This model allows us to continually adjust your strategy as your life and the markets change, without the conflicts of interest inherent in traditional models.

Standard Retainer: For families with up to $3,000,000 in combined assets, the annual flat fee is $6,750. This includes comprehensive, ongoing financial planning and investment management.
Complex Planning: For portfolios exceeding $3,000,000, we provide a custom flat-fee quote based on your specific needs and complexity.

I am also committed to making professional guidance accessible. I dedicate a portion of my time to clients who may require a discounted rate based on their individual situation. One time planning fees may also be discussed. If you’re not sure if we’re a good fit, please reach out for an introductory conversation.

Let’s Work Together

Get in touch so we can start working together.