Services & Fees
Clients typically find me for help with:
01
Equity Compensation Planning & Analysis
Tax Strategy & Optimization
02
Goals & Investment Alignment
03
"When will I attain financial independence?"
""What is our projected tax liability for this year and how do we strategize around it?"
""How do I protect my assets against litigation?"
""How should we prioritize savings for our kids?"
""How should I think about strategic gifting and estate planning?"
""How much house can we afford? How should we fund it?"
""How do we retain control of our affairs if we're incapacitated?"
""Which employer-provided benefits are most impactful?"
"We also evaluate these important questions related to your financial plan, such as:
“I know the basics, but it’s gotten to a point where our finances are complex enough that it’s time to delegate out to a professional.
I need a thought partner to help me see around corners. And I just don’t have the time.”
My clients partner with me for the long-term because they value someone who:
Generates a “headspace premium” so that they can spend less time worrying and more time with family doing things that really matter to them in life.
Helps to consistently prevent them from making tax mistakes across their portfolios and equity decisions.
Acts as their de facto “personal CFO” while ensuring seamless coordination among their team of CPAs, estate planning attorneys, and other professionals.
Creates a holistic plan built specifically around their short-, mid-, and long-term life goals.
Proactively identifies the blind spots within their existing investments, insurance coverages, and estate plans.
Provides them with clarity on their path towards financial independence.
Helps them ask (not just answer) the right questions without any judgement.
Holds them accountable for getting sh*t done.
Shares unique perspectives and strategic insights that they may not have otherwise considered.
Communicates with them proactively and responsively to ensure peace of mind year-round.
I proudly offer financial planning and investment management for a flat, annual fee.
- Is simple and transparent
- Reduces conflicts of interest
- Encourages advice for life goals rather than just asset accumulation
As a fee-only fiduciary, I never receive any commissions of any kind.
Ongoing Financial Planning
$15,000 | Annual Fee
As your “personal CFO,” I bring order and strategy to your financial life that's become too complex to manage alone — equity compensation, tax planning, real estate decisions, portfolio management, cash flow, financial independence projections, and more. Every decision gets the technical rigor and structured analysis it deserves, so you can act with confidence instead of analysis paralysis, and your choices add up to one coordinated plan instead of a series of disconnected moves. You have on-demand access to my calendar at all times.
