How we work together

A straightforward process that gets you from overwhelmed to confident

Five steps to a plan that fits your life

No complicated hoops or endless meetings. Just a clear path from our first conversation to a plan you understand and can actually use.

Discovery Call

We talk about where you are and where you want to go. I'll ask questions about your financial situation, your goals, and what's keeping you up at night. You'll get a sense of how I work, and we'll figure out if we're a good fit.

Onboarding

We make it official. You'll sign the engagement agreement, and I'll get everything set up on my end. We discuss and finalize your fee structure based on the assets under management and your plan complexity.

Data Gathering

You start sharing your financial lives with me. Tax returns, investment accounts, equity compensation details, insurance policies—everything I need to see the whole story. I'll give you a clear checklist so you know exactly what to send.

Your Plan & Investment Proposal

I'll build a comprehensive financial plan tailored to your life and an investment strategy that makes sense for your goals. We'll meet to walk through everything together. You'll understand the why behind every recommendation, not just the what.

Implementation & Monitoring

We put the plan into action. I'll help you execute each step, and we'll set up a regular review schedule to keep everything on track as your life changes.

What to Expect

Clear communication, thoughtful planning, and ongoing support

Regular check-ins

We'll meet at least annually to review your plan, and more often if your situation changes. You're not on your own once the plan is built. Your plan evolves as your life does.

Clarity without complexity

No jargon, no confusing technical terms. I explain things clearly and always encourage you to ask questions because you deserve to understand your own financial decisions.

Proactive guidance

I'll reach out when tax law changes, when your equity vests, or when market shifts mean we should talk. You won't have to wonder if you're missing something.

What to Expect

Clear communication, thoughtful planning, and ongoing support

Regular check-ins

We'll meet at least annually to review your plan, and more often if your situation changes. You're not on your own once the plan is built. Your plan evolves as your life does.

Clarity without complexity

No jargon, no confusing technical terms. I explain things clearly and always encourage you to ask questions because you deserve to understand your own financial decisions.

Proactive guidance

I'll reach out when tax law changes, when your equity vests, or when market shifts mean we should talk. You won't have to wonder if you're missing something.

What to Expect

Clear communication, thoughtful planning, and ongoing support

Regular check-ins

We'll meet at least annually to review your plan, and more often if your situation changes. You're not on your own once the plan is built. Your plan evolves as your life does.

Clarity without complexity

No jargon, no confusing technical terms. I explain things clearly and always encourage you to ask questions because you deserve to understand your own financial decisions.

Proactive guidance

I'll reach out when tax law changes, when your equity vests, or when market shifts mean we should talk. You won't have to wonder if you're missing something.

Frequently asked questions

How long does it take to get a plan?

Most clients have a preliminary plan within 4-6 weeks of onboarding. The timeline depends on how quickly we can gather all your information and schedule our meetings.

What do I need to prepare before our first meeting?

Nothing for the discovery call—just come ready to talk about your situation and goals. We will assess if we might be a good fit and discuss the next steps.

How often will we meet?

At minimum, we'll meet annually for a comprehensive review. Many clients also schedule mid-year check-ins or reach out when something changes in their lives. I'm here when you need me.

What are your fees?

For assets under management less than $650,000, I charge an annual flat fee of $6,500. For assets over $650,000, I use a tiered fee schedule starting at 1%. We'll discuss your specific fee during the onboarding process.

Do you only work with people who have a lot of money?

I work with high-earning professionals and families who have complex financial situations—equity compensation, inheritance, aging parents, career transitions, early retirement. If your situation is complex and you value integrated planning, we're probably a good fit regardless of your current account balance.

Frequently asked questions

How long does it take to get a plan?

Most clients have a preliminary plan within 4-6 weeks of onboarding. The timeline depends on how quickly we can gather all your information and schedule our meetings.

What do I need to prepare before our first meeting?

Nothing for the discovery call—just come ready to talk about your situation and goals. We will assess if we might be a good fit and discuss the next steps.

How often will we meet?

At minimum, we'll meet annually for a comprehensive review. Many clients also schedule mid-year check-ins or reach out when something changes in their lives. I'm here when you need me.

What are your fees?

Do you only work with people who have a lot of money?

Frequently asked questions

How long does it take to get a plan?

Most clients have a preliminary plan within 4-6 weeks of onboarding. The timeline depends on how quickly we can gather all your information and schedule our meetings.

What do I need to prepare before our first meeting?

Nothing for the discovery call—just come ready to talk about your situation and goals. We will assess if we might be a good fit and discuss the next steps.

How often will we meet?

At minimum, we'll meet annually for a comprehensive review. Many clients also schedule mid-year check-ins or reach out when something changes in their lives. I'm here when you need me.