Work Together
Schedule A Conversation
If you'd like to explore whether we are a good fit to work together, the first step is to schedule a introductory conversation where we can learn more about you and what’s important in your life.
Why Clients Choose To Work With Me
Integrated Financial, Tax and Estate Planning
Many advisors focus only on investments. My approach integrates financial planning, investment management, and tax strategy so that every decision is evaluated through a coordinated lens.
Specialized Expertise for Complex Financial Lives
I work with those whose finances involve multiple income sources, equity compensation, business ownership, and complex tax situations. My goal is to simplify the financial complexities of clients that I work with.
A Long-Term Planning Partnership
Financial planning is not a one-time event. I work with clients through an ongoing relationship, helping them adapt their plan as life evolves and new opportunities or challenges arise.
Fiduciary Advice
As a CERTIFIED FINANCIAL PLANNER® professional, I am committed to acting in my clients’ best interests at all times.
Real-World Experience and Recognition
My work has been recognized within the Wealth Management industry including being named Rising Star of the Year by WealthManagement.com and contributing insights to financial media such as CNBC.
If you’re a busy professional looking for clarity and structure in your financial life, I’d love to learn about what’s important to you.
Frequently Asked Questions
-
Most clients pay us through a percentage of the investment assets we are managing on your behalf.
For clients who are earlier in their wealth-building journey - or whose assets are primarily held in employer-sponsored retirement plans (such as a 401(k)) - we offer a flat financial planning fee structure. This allows us to provide comprehensive planning and ongoing guidance, even when there aren’t outside assets available for direct management.
In both cases, the relationship is designed to be long-term and full-service. Fees vary based on the level of engagement and the complexity of your situation. During our initial conversation, I’ll clearly outline what your investment would look like.
-
I provide integrated guidance across all areas of your financial life, including:
Financial Planning
Cash Flow and Savings Strategies
Debt Reduction Planning
Retirement Accumulation and Income Planning
Risk Management and Insurance Analysis
Employee Benefits Optimization
College Planning
Equity Compensation Planning
Elder Care Planning
Real Estate Strategy
Social Security and Medicare Planning
Investment Management
Individual and Joint
Employer-Sponsored Retirement Plans (401(k), 403(b), etc.)
Alternative and Private
Tax Planning & Preparation
Individuals
Small Businesses
Estates and Trusts
Representation when needed
Estate Planning Implementation (in coordination with estate attorneys)
Wills, Trusts, Powers of Attorneys, Healthcare Directives, etc.
Beneficiary and Titling reviews
-
Developing your initial financial plan typically takes 5–7 meetings, depending on complexity. The process generally includes:
Initial “Get To Know You” Meeting
Discovery Meeting
Data Gathering Meeting
Strategy Presentation
Implementation (1–3 meetings)
Once your plan is in place, we typically meet twice per year:
Spring: Taxes, Cash Flow, Savings, and Goals
Fall: Investments, Employee Benefits, and Year-End Planning
However, if something comes up such as a job change, business opportunity, inheritance, market volatility, or anything else where you need guidance, I’m here for you! Meetings can be held in person, virtually, or by phone.
Our team also provides ongoing education through newsletters, blog content, webinars, and relevant market updates.
-
Yes.
As a CERTIFIED FINANCIAL PLANNER® professional, I am held to a fiduciary standard and always act in my clients’ best interests.
Additionally, as an Enrolled Agent (EA), I bring specialized tax expertise to the planning process ensuring financial decisions are evaluated not just from an investment perspective, but through a tax-aware lens as well.
-
My practice is designed to support individuals and families with complex financial and tax situations who value proactive planning and ongoing guidance.
I do my best work with:
Busy working professionals with competing financial priorities
Small business owners optimizing taxes and retirement
Widows and widowers navigating financial transitions
Pre-retirees seeking clarity around their financial future
These clients often have demanding careers, multiple financial priorities, and limited time to manage the details of their financial lives. My role is to help simplify those complexities and provide a structured plan so they can move forward with confidence.