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Your Financial Plan & Investment Strategy Start With Your "Why"
Before diving into your numbers, I start with your why—understanding who you are, how you think about money and what truly matters to you. Together, we’ll build a financial plan and investment strategy that aligns your money with your values and the future you want to build.
Life-Focused Financial Planning & Investment Management
Together, we’ll build a financial plan and investment strategy designed around your life—not just your numbers. You’ll get:​​
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✔ A Clear Financial Snapshot – Organize your finances with easy-to-use online tools that show where you stand.
✔ A Personalized Action Plan – Step-by-step guidance to grow and protect your wealth so you can reach your goals.
✔ Ongoing Implementation Support – Help putting your plan into action and staying on track as your life evolves.
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Financial planning is an ongoing process. As your life and career change, I’ll help you adjust your plan to keep it aligned with your goals.
Personalized Step-by-Step Financial Planning Process
EXPLORE & ALIGN
Define your most important values, goals and financial situation.
CLARIFY & PLAN
Model different scenarios to align your plan with your life.
PLAN DELIVERY
Advice on savings, taxes, cash flow, investments, etc.
IMPLEMENT PLAN
Help with action items and coordination with professionals.
PLAN CHECK-IN
Track 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
Small & Mid-Size Business Planning
Investment Analysis & Management
Real Estate Investment Analysis
Insurance and Estate Planning
Transparent Pricing Fits 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 or
✔ A combination of both.
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Investment management fees range from 0.60% to 1.25% of assets managed, based on account specifics.
Need One-Time Financial Advice?
Hourly financial advice is available for guidance on a single topic like:
✔ Stock options or equity compensation
✔ Debt repayment & cash flow strategies
✔ 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.