Guiding You Toward Financial Independence
Flexible financial planning and investment advice—tailored to your life, goals, and stage
Comprehensive Financial Planning
What you can expect:
(4 Annual Meetings + 365 Days of Support)
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Personalized Financial Snapshot
Account Aggregation
Liquidity & Emergency Reserve Planning
Budgeting Tools & Cash Flow Monitoring
Net Worth Tracking
Debt Management Guidance
Planning & Prioritizing Financial Goals
Actionable Task Management
Risk Tolerance Assessment
Concentrated Position Summary
Portfolio Evaluation
Education Planning
Retirement Analysis
Stress Testing & Scenario Planning
Secure Online Document Vault
Cash & Liquidity Management
Strategic Tax Planning
Starts at 0.95% (Annual Rate) of Assets Under Management
Up to $500,000 (0.95%)
$500,001 to $1,000,000 (0.9%)
$1,000,001 to $2,000,000 (0.75%)
$2,000,001 to $5,000,000 (0.6%)
$5,000,001 to $10,000,000 (0.4%)
Over $10,000,000 (0.25%)
Equity Compensation & Stock Options Review
Retirement Distribution Strategies
Social Security Optimization
Medicare Planning & Gap Assessment
Beneficiary Review & Design
Estate Planning Checklist & Readiness
Establish Your Estate Plan
(A) Last Will & Testament
(B) Living Trust
(C) Advance Health Care Directive
(D) HIPAA Authorization
Legacy & Charitable Giving Strategies
Insurance Needs Analysis & Optimization
Review of Employer & Business Benefits
Portfolio Construction & Customization
Strategic Investment Asset Allocation
Investment Selection & Implementation
Risk Management & Rebalancing
Tax-Efficient Investing
Ongoing Performance Reporting
Hourly Financial Planning
On-Demand Planning
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$245 / hour
Pay-as-you-go support for targeted financial needs.
Customized Support: Addressing time-sensitive questions.
Specific Goals: One-off planning topics like divorce, investment reviews, budgeting, or tax planning review.
On-Demand Access: Receive support as needed, without a subscription commitment.
Common Focus Areas:
Divorce (Before/During/After)
Investment Check - up
Retirement Strategy Review
College & Education Review
Insurance & Risk Review
Estate & Legacy Review