Personal Financial Planning

I create detailed, purpose-driven financial plans for accomplished professionals and business owners who want to focus on the bigger picture of their life. Together, we'll follow a structured approach that transforms complex financial decisions into clear action steps.

By integrating advanced investment techniques with strategic tax diversification, I ensure your wealth isn't just growing—it's actively fueling the experiences and contributions that make your life meaningful. This comprehensive planning process addresses everything from day-to-day financial choices to your long-term aspirations, giving you a roadmap that evolves with you and consistently pulls you forward.

Step 1

Exploring What Matters (Complimentary 90 Minutes)

My role during this introductory meeting is to ask pivotal questions and listen to you. I want to understand where you are and where you want to go on both an external and internal level.

After we’ve explored everything, I'll share some initial observations and potential financial strategies that align with your values.

Working together should be a no-brainer. We should both have a good feeling about it, and clearly see how you’re going to be better off, financially speaking.

Step 2

Understanding Your Starting Point

With a clear picture of your goals, we'll assess how your current financial positions you for achieving them. I'll analyze documents you provide to identify opportunities and challenges in your financial landscape.

I’ll prepare an assessment we will review together. In this review we will:

Share how your future self will be set up financially to fully enjoy life

Spot the opportunities to improve your current position

Offer recommendations

Review potential strategies

Step 3

Building Your Future

Now we create scenarios that show what your life could look like when we implement the strategies. Here we'll get more technical, examining optimization opportunities for your investments and taxes.

In this meeting we will:

Demonstrate what your life could look like when you implement these financial strategies

Review strategies at a high level and make sure you understand everything

Gather your thoughts and refine based on what resonates most with you

Ensure every recommendation connects back to your values and vision

Step 4

Taking Meaningful Action

Plans without implementation create no value. In this phase we put everything into motion:

I’ll give you clear, step by step instructions that are easy to implement

Assigned tasks with timelines that maintain momentum

Coordinate with other advisors to get things done right (tax and estate planning strategies, or insurance)

Check in with you periodically to ensure things get done and don't get forgotten

(Optional) My team can help implement several of the strategies if you choose to implement with us

Financial plans quickly become obsolete without regular attention. That's why I've developed a systematic quarterly review process that keeps your plan relevant and adapting to changes in your life and the broader environment.

Every quarter includes discussions about cash flow, which remains fundamental to your financial success. These proactive meetings with specific agendas ensure we're continually adapting to changes in your life, values, and the broader environment.

Looking Back and Planning Forward

Review last year's ending positions, achievements, and progress

Update your financial plan based on changes in your situation

Prepare for tax season and discuss potential tax strategies for previous year and current year

Plan your financial priorities for the current year

Collaborate with your tax professionals

Deep Dive into Performance and Investments

Assess investment performance across all assets

Review asset allocation and investment strategies

Analyze cash flow and investment contributions

Discuss market conditions and economic outlook as it pertains to you

Evaluate progress on funding your goals

Address insurance needs and funding and collaborate with insurance professionals

Legacy Planning and Preparation

Review estate planning and beneficiary designations

Discuss family legacy considerations

Prepare for year-end tax planning

Adjust strategies based on your evolving priorities

Collaborate with your estate planning professionals

Year-End Optimization

Recommend and Implement year-end tax strategies

Review cash flow and cash reserves

Evaluate progress toward annual goals

Wrap up the year and ensure alignment with your values

Prepare for the year ahead

Initial Set Up Fee followed by a Flat Monthly Fee.

This means you only pay what’s fair. You shouldn’t have to pay more because you’re fortunate to have more. Investment management fees are separate.

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Structured Planning for Meaningful Outcomes

The Process We’ll Follow

Quarterly Strategy

Fee Structure

Welcome to financial planning that puts LIFE first.