Work Together

Most clients compensate me through a percentage of the investment assets my team manages on their 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)) - I 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 comprehensive. Fees vary based on the scope of services, complexity of your situation, and level of coordination required. 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 investment accounts

• Employer-sponsored retirement plans (401(k), 403(b), etc.)

• Alternative and private investment coordination

Tax Planning & Preparation

• Individual tax planning and preparation

• Small business tax services

• Estate and trust tax preparation

• Tax representation when needed

Estate Planning Coordination (in coordination with estate attorneys.)

• Wills, trusts, powers of attorney, healthcare directives

• Beneficiary and titling reviews

My approach is comprehensive and coordinated—because tax strategy, investments, and financial planning should never operate in silos.

Developing your financial plan typically takes 5–7 meetings, depending on complexity. The process generally includes:

1. Initial “Get to Know You” Meeting

2. Discovery Meeting

3. Data Gathering Meeting

4. Strategy Presentation

5. Implementation (1–3 meetings)

Once your plan is in place, we typically meet twice per year:

• Spring: Taxes, Cash Flow, 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 some guidance, I’m here for you! Meetings can be held in person, via video conference, 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 am required to act in my clients’ best interests at all times.

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 considerations who value proactive planning and ongoing guidance.

I do my best work with:

• Busy working professionals

• Small business owners

• 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.