Your partner for all things
personal finance.

Comprehensive Wealth Management

You might be here because you make good-money and need to develop or improve your financial habits. Maybe you’re looking to understand your investments and align them with your values.

Would you sleep better at night if you could reach out to a trusted partner when you had a question about a major purchase? Or need to know how you should allocate your retirement accounts new investment options? Or someone to keep you accountable to your goals?

Working with a CERTIFIED FINANCIAL PLANNER™ professional can provide those answers and peace of mind.

Your Financial Plan

  • The foundational starting point of every financial plan. We have to know where you’ve been and where you’re at today before we can figure out how you’re going to get where you want to be in the future.

  • What is it that you want to accomplish? Not just by hiring a financial accountability partner, but what drives you? We’ll work together to prioritize and quantify your goals.

  • A particular piece of your financial picture will always include your investments. Sometimes those are standard investment and retirement accounts built up of a portfolio allocated to your risk tolerance and capacity.

    You may have, or desire, alternative investments such as private equity, real estate, or venture capital funding.

  • Review expected income flows each year and develop strategies for getting you the most bang for your buck.

  • Determining if you have adequate protection to achieve your goals if something happens to you is critical. And before something tragic does happen, we’ll discuss the legal tools to make the grieving process less painful for your beneficiaries and loved ones.

  • From Social Security and pension programs, you could have a lot to plan for in the future. As you close in on your retirement, we’ll refine your available benefits and define an income strategy that helps you achieve your lifestyle goals.

  • Stock Options, NSO, ISO, RSU…If you receive some form of company equity as part of your benefits package, we’ll look at the various tax impacts of exercising those and how they fit into your plan.

Get familiar with the planning process.

Developing a financial plan

A critical phase of your financial planning journey. This is a multi-meeting process where we will consolidate your financial situation into a single, cohesive, picture.

This phase can be completed in either a standard, 6-month, or accelerated, one-month, timeframe.

Refining your course of action

Prioritizing your goals and creating a game plan. We will determine details like future dates and amounts needed to be saved along the way in order to meet them.

Once we’ve built your plan, it’ll be time to take action on recommendations to bring you closer to achieving your goals.

Maintaining your plan

This perpetual stage is commonly called “implementation and monitoring.” As your fiduciary, we’ll continue to keep an eye on your plan and develop a rhythm for meeting and reviewing your tasks multiple times per year.

Who can these services benefit most?

  • High-Earning Professionals

    Early to mid-career professionals with income levels that could be better allocated to achieve your goals.

  • Business Owners

    You do what you do best, so keep at it and bring in a professional to handle the things you aren’t as fluent in, like tax planning and retirement saving plans.

  • Families

    When you have a family, one thing you likely are looking for more of is time. Align your current goals with your values and legacy plans through a structured relationship to keep you accountable to yourself.

FAQs

  • I primarily work with clients who are looking for a comprehensive engagement for a flat annual fee, which includes financial planning and investment management. The minimum fee for this service is $2400 and is calculated upward based upon the complexities of each situation.

    In certain instances, standalone services may be available for one-time planning, hourly, and investment management under a tiered percentage of assets under management schedule.

  • After your initial onboarding and plan development, expect to have multiple meetings each year to discuss various topics such as tax planning, goal progression, investment allocations, and tracking life changes.

    You will have the ability to schedule on-demand meetings whenever a topic arises that you want to review together.

    We will typically meet remotely via phone or video. If you’re local, I love any opportunity to meet at my office as well.

  • No. My structure allows me to work with clients of all asset levels. The financial decisions to be made while you build your wealth are just as important as when you are able to bless others from an established “nest egg.”

  • The financial planning tool that we will work in is RightCapital.

    The primary investment custodian I manage accounts with is Altruist. But, I can advise on your investments wherever they are, with certain limitations

  • Schedule a complimentary 30-minute initial consultation to kick off the process to get your service quote.

    Get Started!