Decisions We Coordinate

Your financial life isn’t divided into neat little boxes. Your advice shouldn’t be either.
Retirement, investments, taxes, estate planning, insurance, and business decisions all affect one another.
I help you see the whole picture, understand your options, and make decisions that work together.
One financial life. One coordinated plan.

Your Life Is the Benchmark.

Beating the market isn’t the point.

It’s about knowing when you can retire, how much you can comfortably spend, what you can do for your family, and whether your money is helping you live the life you want.

A good financial plan isn’t measured by returns alone. It’s measured by what those returns make possible.

What Can We Work Through Together?

Financial Independence & Cash Flow

When can work become optional? How much can you comfortably spend?

Investments

Does your portfolio fit your goals, taxes, and tolerance for risk?

Tax Planning

Are there opportunities to keep more of what you’ve earned?

Estate & Legacy Planning

Will your money go where you want, the way you want?

Insurance & Risk

Are you protected where it matters without paying for what you don’t need?

Business & Major Life Decisions

Selling a business? Helping family? Making a big financial change?

It all comes back to one thing.

These aren’t six separate financial problems. They’re pieces of the same puzzle.

It’s about making your money work together so you can spend more of your life doing what matters to you.

Straightforward Advice. Clear Pricing.

Financial Planning

A comprehensive financial plan with recommendations you can implement yourself.

$4,800 flat fee

Financial Second Opinion

Help with a specific question, decision, or review of your existing financial plan.

Fixed fee quoted before we begin.

Ongoing Planning & Wealth Management

Personalized planning, investment management, and advice as life changes.

Assets Managed	Annual Advisory Fee
- First $1 million	- 1.00%
- Next $1.5 million	- 0.80%
- Next $2.5 million	- 0.65%
- Above $5 million	- 0.50%

Rates apply progressively to each tier.

Not Sure Where to Start?

You don’t need to know which service you need. Tell me what’s on your mind, and we’ll figure out the right next step.

Let’s Talk