Offload the
complexity.
You don't need a generic financial plan, and you certainly don't need another massive to-do list. As your life and career grow, you just need a competent professional to take the heavy lifting of taxes and investments completely off your plate. To ensure I can give your finances the deep, proactive attention they require, I intentionally cap my fee-only practice at approximately 30 clients. This limit allows me to expertly manage the intricate mechanics of your wealth while still being fully present for my own family. Ultimately, this means you can reclaim your time and focus on what you do best.
Clarity
Session
A one-time flat fee of $500
Got an immediate, painful financial headache? Let's solve it. This is a high-octane, 45-minute strategy sprint with zero long-term commitments and no asset minimums required.
Ideal for:
Major Career Shifts: Navigating complex compensation changes, like a law firm partner buy-in or a new tech offer.
Sudden Affluence: Securing an immediate, objective second opinion after an inheritance, a liquidity event, or a business sale.
Unexpected Tax Events: Fast, strategic mitigation for massive tax hits like vesting RSUs or cashing out company stock.
The Principal
Partnership
A monthly fee of $500. Capped at approx. 30 clients.
As a strictly fee-only fiduciary, I never sell products or earn commissions. You pay a transparent monthly fee for comprehensive, delegated management of your financial life.
What’s included:
Ongoing Strategic Planning: Continuous roadmap optimization for your evolving life.
Investment Management: Tax-smart strategies designed for your risk tolerance.
Equity Comp Optimization: Navigating stock options and RSUs with confidence.
In-House Tax Preparation: Annual tax review and return preparation so nothing slips through the cracks.
Frequently Asked Questions
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My fee is 0.50% on managed assets with a $500 monthly minimum. In practice, almost everyone simply pays the flat $500 a month because my clients are focused on managing high income and complex equity rather than massive liquid portfolios. I never sell products or earn commissions, and you will always know your exact fee upfront.
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You are paying for delegation. There is a small amount of upfront work to link your accounts and securely upload your tax documents during the first few weeks. After that, my goal is to require less than two hours of your time per year. I handle the heavy lifting in the background and only bring you clear decisions to approve.
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The 15-minute intro call is a free conversation to see if your situation matches my expertise and if our personalities mesh. The Clarity Session is a $500 45-minute working meeting where you bring a specific financial headache and we map out exactly how to solve it right then. It is purely strategic with no ongoing commitment expected.
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Managing complex finances properly takes actual time. Keeping my practice intentionally small means I have the bandwidth to dig into your equity compensation, review your tax returns line by line, and coordinate directly with your estate attorneys. You get a dedicated expert who knows your exact situation instead of being passed off to a junior associate or a call center.
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Yes. My practice operates completely virtually. I work with high earning professionals across the entire country. As long as you have a secure internet connection, we can handle everything smoothly. My scheduling tool automatically adjusts to your time zone, making it easy to find a time to connect whether you are on the East Coast or the West Coast.