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Build Your Financial Plan and Investments Around What Matters Most to You
Before we look at the numbers, we start with what drives you—your values, goals and relationship with money. By understanding your unique “why,” we can design a customized financial plan and investment strategy that reflects your life—not just your balance sheet.
Life-Focused Financial Planning & Investment Management Personalized to You
Here's what you can expect from our work together:​​
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✔ A Clear Financial Snapshot – Organize your finances with easy-to-use online tools that give you a full view of where you stand today and the progress you're making along the way.
✔ A Personalized Action Plan – Step-by-step advice that empowers you to get organized and make smart decisions, enabling you to grow and protect your wealth.
✔ Ongoing Implementation Support – Guidance and accountability to keep your plan on track as your life evolves.
✔ A Properly Constructed Portfolio – A diversified, tax-efficient investment strategy tailored to your risk profile and long-term financial goals.
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Financial planning and investment management is an ongoing process. As your life and career change, I’ll help you adjust your plan and investments to stay aligned with your goals.
Step-by-Step Financial Planning and Investment Process
EXPLORE & ALIGN
Define your most important values, goals and financial situation.
CLARIFY & PLAN
Model different scenarios to align your plan with your life and goals.
PLAN DELIVERY
Share advice on savings, taxes, cash flow, investments, insurance, etc.
IMPLEMENT PLAN
Support with implementing advice, action items and investments.
PLAN CHECK-IN
Track your progress, address roadblocks and celebrate wins.
What's Included in Your Financial Plan
Retirement / Work Optional Planning
Saving on Current & Future Taxes
Optimizing Employer Benefits
Rebuilding After Divorce or Widowhood
Stock Compensation Analysis & Planning
Small & Mid-Size Business Planning
Investment Analysis & Management
Real Estate Investment Analysis & Planning
Insurance and Estate Planning
Clear Pricing for Financial Planning and Investment Solutions That Fit Your Needs
Comprehensive financial planning starts at $4,000, based on complexity. This can be structured as:
✔ A flat fee for financial planning
✔ An asset-based fee with investment management
✔ A combination of both
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Investment management fees range from 0.60% to 1.25% of assets managed, based on the specifics of your account.
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Investment offerings include small-business retirement plans, ESG and alternatives funds, cash and short-term investment solutions and securities-backed lines of credit.
Need One-Time Financial Advice?
Hourly financial advice is available for guidance on a single topic like:
✔ Debt repayment & cash flow strategies
✔ Stock options or equity compensation
✔ Retirement savings checkup
✔ Investment portfolio review
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Schedule a call for an estimate on the number of hours needed for your topic.