HOW I WORK WITH YOU
Choose the Level of Guidance That Fits Your Life
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​From focused investment management to fully integrate wealth advisory
Financial Planning
Best for those navigating complexity and change without investment management need
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Retirement income planning
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Risk tolerance and portfolio review
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​Insurance needs evaluation
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Tax-aware planning discussions
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Corporate benefits optimization
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Estate planning review
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Cash flow review
Investment Advisory
Best for those who want disciplined portfolio management
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Portfolio construction & rebalancing
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Risk tolerance & return alignment
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​Ongoing portfolio monitoring
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Retirement strategy support
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Core financial planning principles
Advanced financial planning not included
Comprehensive Wealth Advisory
Best for those seeking a long-term advisory relationship
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Everything in Financial Planning and Investment Advisory
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Advanced tax, estate and business planning
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Multi-generational wealth strategy
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Ongoing collaboration with outside professionals
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Proactive planning as life evolves
PRICING
I earn my advisory fee by aiming for excellent service and facilitating positive outcomes for each client. My advisory fees reflect the value that I believe I provide to my clients day in and out, regardless of their service tier. Whether you’re looking for ongoing wealth management, a comprehensive financial plan, or guidance on specific financial decisions, I provide flexible options tailored to your situation.
ASSET BASED TIERED FEE SCHEDULE
$0 - $500,000
$500,001 - $3,000,000
$3,000,001 - 10,000,000
$10,000,000+
ASSET BASED
For those seeking a long-term partnership and ongoing investment management. I charge a tiered percentage based on the total amount under management. Please see the section below for my fee structure.
FINANCIAL PLANNING
For those who prefer ongoing proactive planning strategies without investment management, I offer financial consulting services. Fees can be paid monthly, quarterly or yearly. ​​​
Plans start at $5,000 / year
ONE-TIME PLANNING
For those who need help navigating a major life event or expert guidance toward a goal, my one-time plan provides a clear, actionable path for you to manage your finances.​​
Plans start at $1,500
Each service model is designed to simplify your finances so you can maximize your life. To learn more about pricing and how we can work together, schedule an appointment below.
FREQUENTLY ASKED QUESTIONS: WORKING WITH ME
MY PROCESS
Managing wealth isn’t about focusing on just one aspect of your finances. It requires a balanced approach. I believe true financial success is built on three core pillars:
1. Financial Planning
2. Portfolio Management
3. Tax Strategy
Like the foundation of a strong home, each pillar plays a critical role in supporting your long-term financial security. This is why I take an integrated approach to ensure every piece of your financial life works together.
FINANCIAL PLANNING:
Understanding Your Goals
It all starts with you. I take the time to understand your goals, lifestyle, and financial situation to create a personalized plan that protects your future and keeps you on track. With a clear strategy in place, you can move forward with confidence.
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PORTFOLIO MANAGEMENT:
Building a Portfolio for Success
Once we establish your financial plan, I construct an investment strategy tailored to your specific needs. Your portfolio is designed to support your lifestyle, grow your wealth, and manage risk efficiently to help you achieve your long-term objectives.
TAX STRATEGY:
Minimizing Taxes Along the Way
Taxes are one of the biggest expenses you’ll face. I take a proactive approach to tax planning, optimizing strategies like Roth conversions, tax-efficient withdrawals, and tax-loss harvesting to help you minimize taxes and maximize your wealth.
AREAS OF FOCUS:
Reviewing Your Total Financial Picture
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Lifetime tax reduction strategies
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Cash flow management and tax-efficient savings solutions
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Retirement planning strategies
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Investment review and portfolio allocation advice
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Risk management and insurance solutions
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Analysis and planning for major life events
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Asset protection and legacy planning
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Estate planning review and implementation
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Education funding strategies
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Workplace benefit assistance
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Gift strategies for family and charitable