Advisory Services

Services that align with your unique goals.

Want to get a second look at your financial life and ask questions without a major commitment? The 90-Minute Financial Clarity Call helps you achieve just that.

This service is great for do-it-yourself investors who want to keep control of their investments, but still would like to make sure everything is done right. You’ll get the opportunity to ask your most important questions and get personalized answers.

Investment: $1,000

For those who need a professional to help them with a limited number of planning areas.

Investment:

Personalized Portfolio Review: $2,500
Stock-Based Compensation Review: $2,500

All other project based planning is priced
based on how many planning areas, estimated hours of work & complexity.

For those who need a one-time wealth plan for every aspect of their financial life, and don’t need ongoing support.

Planning Areas:

  • Cash Flow Analysis
  • Insurance Planning
  • Education Planning
  • Retirement Planning
  • Investment Optimization
  • Tax Strategy
  • Estate & Legacy Planning
  • Debt Payoff Strategy
  • Life Event Planning
  • For Corporate Professionals: Stock-Based Compensation Planning
  • For Active Traders & DIY Investors: Strategy Review

Additional Planning Areas For Business Owners (all of the above, plus):

  • Business Entity Analysis
  • Self-employed Retirement Plan Analysis
  • Business Cash Flow Planning
  • Asset Protection Planning
  • Succession Planning
  • Business Coaching

Investment:

DIY Investors & Corporate Professionals – $8,000

Business Owners – $10,000

For those who need a wealth plan for every aspect of their financial life and want ongoing support, tax planning, and access to me.

Planning Areas:

  • Cash Flow Analysis
  • Insurance Planning
  • Education Planning
  • Retirement Planning
  • Investment Optimization
  • Tax Strategy (With Proactive Yearly Planning)
  • Estate & Legacy Planning
  • Debt Payoff Strategy
  • Life Event Planning
  • For Corporate Professionals: Stock-Based Compensation Planning
  • For Active Traders & DIY Investors: Strategy Review

Additional Planning Areas For Business Owners (all of the above, plus):

  • Business Entity Analysis
  • Self-employed Retirement Plan Analysis
  • Business Cash Flow Planning
  • Asset Protection Planning
  • Succession Planning
  • Business Strategy Coaching

Investment:

DIY Investors & Corporate Professionals – $10,000/year

Business Owners – $12,000/year

The Process

Step 1: Fill out the application below and I’ll email you to schedule a 15-minute discovery call with me.

Step 2: We will decide which service is right for your needs and you’ll sign a client agreement.

Step 3: You’ll be setup to start uploading documents in the secure portal.

Step 4: I get to work on your project or comprehensive plan.

Calls with me will be scheduled accordingly throughout the process!

Application Form

* indicates required
Total Net Worth (Including home equity & illiquid/privately held stock) *
Annual Income *