Services & Fees
Clients typically find me for help with:
Equity Compensation Planning & Analysis
Tax Strategy & Optimization
Goals & Investment Alignment
We also evaluate these important questions related to your financial plan, such as:
“What is our projected tax liability for this year?”
“When will I attain financial independence?”
“How much house can we afford? Should we rent or buy?”
“How do I protect my assets against litigation?
“How should I prioritize my debt repayment?”
“How do we retain control of our affairs if we’re incapacitated?”
“How should we prioritize savings for our kids?”
“Which employer-provided benefits are most impactful?”
“I know the basics, but I’m probably missing a few things. Plus, every decision that I make just feels so arbitrary and random. I need a thought partner to help me make sense of it all. And I just don’t have the time.”
My clients partner with me for the long-term because they value someone who:
1
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
2
Holds them accountable for getting sh*t done
3
Helps to prevent them from making tax mistakes
4
Creates a holistic plan based on their short-, mid-, and long-term goals
5
Identifies the blind spots within their investments, insurance, and estate plans
6
Provides them with clarity on their path towards financial independence
7
Helps them ask (not just answer) the right questions without any judgement
8
Acts as their de facto “personal CFO” on various financial and non-financial decisions
9
Shares unique perspectives that they may not have otherwise considered
10
Communicates with them proactively and responsively
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
This modern pricing model:
As a fee-only fiduciary, I never receive any commissions of any kind.
Ongoing Financial Planning Services | $11,500 Annual Fee
As your “personal CFO”, I provide on-going guidance around every financial decision: equity compensation, tax planning and strategy, real estate buy vs. sell analyses, tax-optimized portfolio management, cash flow management, financial independence projections, etc. You have on-demand access to my calendar at all times.
Next Steps: