Customized Plans

There is no one-size-fits-all financial plan. I specialize in customized plans based on your specific life circumstances, goals, and values.

With decades of expertise in investments, retirement, estate planning, and tax strategies, I help individuals and families take control of their financial future. Together, we’ll simplify your financial landscape, empowering you to make clear, confident choices that support your ideal future.

Full Financial Plan:
First Year

A comprehensive financial plan tailored to your unique needs and goals. This service provides a deep dive into your current financial situation, goals, and strategies for the future.

  • 3-4 Interview Sessions Include:

    • Fact-finding and goal setting

    • Review of balance sheet and income statement

    • Custom financial plan presentation with recommendations

    Follow-up and adjustments as needed.
    1 year of email and phone consultations.

  • You need a personalized financial plan to ensure you’re on the right track and equipped to meet your long-term financial goals.

  • $3,500

    I charge one flat-fee for a financial plan you can follow with confidence.

Second Year & Beyond

After the Full Financial Plan, I offer continued support to keep your financial plan on track and adjust strategies as your life and financial situation evolves.

    • Year-round email and phone support

    • Annual review and update of assets and balance sheet

    • Adjustments based on major life changes (job change, birth, etc.)

    • Money market management to maximize income

  • Regular check-ins and updates- especially as life changes and your financial priorities evolve.

  • $2,000

    I charge a flat fee to maintain your focus on your goals and remind you about decision points throughout the year to save taxes, minimize expenses, and help improve your investment returns.

Specialized
Services:

I provide the following unique and advanced, specialized services that go beyond what most advisors offer to address your unique financial needs.

  • Guidance on the timing and execution of Roth IRA conversions to optimize tax strategies and retirement growth.

  • Personalized financial models are designed to simulate different scenarios, such as retirement planning, tax optimization, and investment strategies.

  • Expert advice on managing company stock and RSUs (restricted stock units), including tax implications, diversification strategies, and long-term wealth building.

  • Offering expertise in managing all asset classes, including asset allocation, providing tailored strategies that go beyond the standard offerings most advisors provide.

  • Negotiable

    Typically a Financial Advisor charges 1% or more, which can end up being tens of thousands of dollars a year. I charge a negotiated flat fee.

My fee-only approach ensures personalized, unbiased advice tailored to your unique goals— because your financial plan should work for you, not someone else’s bottom line.