Financial Planning Framework
All services offered are based on the below holistic financial planning topic framework
Topic Details
Defining Wealth: Understand what matters most to you and your family and how to apply that to planning for your financial future
Cash Flow Optimization: Learn how to manage your money better so you can have your money work for you
Portfolio Structure & Prioritization: Understand how to structure your financial life wholistically and create a system to fuel your wealth building
Financial Market Education: Learn more about the financial markets to feel more confident when investing
Behavioral Finance Insights: Learn how behaviors and financial biases impact your financial decision-making
Investment Planning: Learn how to develop personalized investment strategies for your unique situation
Tax Planning: Discover investment strategies to reduce your tax burden and keep more of your money
Education Savings Planning: Understand your options and how to plan ahead for the cost of your children's education
Estate Planning: Discover how to secure your family's future through essential estate documents that everyone should consider
Risk Management: Ensure your family is protected from life’s unexpected turns
Retirement Planning: Even if retirement feels far off, learn small steps you can take now to secure a comfortable future
The Services
All services detailed below are offered 1-on-1 with me directly, either in person or virtually
I only receive compensation directly from clients for services that we mutually agree-upon. I do not accept any commissions or third party incentives
Financial Planning
Financial Planning is a personalized, goal‑driven engagement designed to help you understand where you stand, what to prioritize, and how to move forward with confidence. I take the time to get to know you and what is truly important to you in life. Throughout the planning process, I will help chart a path forward to make sure we align your finances with your unique vision of what a truly meaningful life looks like to you. Each recommendation is intentionally crafted to help you live purposefully now and prepare for the future you want.
There are 3 distinct formats of financial planning services:
Portfolio Management
Portfolio Management is for clients who want their investments managed professionally and aligned with their goals, risk tolerance, and long‑term strategy. Using a disciplined, research‑driven approach, I continuously monitor and adjust your portfolio to keep it coordinated with your broader financial plan.
What’s Included:
- Goal‑aligned portfolio construction
- Ongoing monitoring, rebalancing, and oversight
- Tax‑aware investment decisions
- Guidance during market volatility
- Integration with your overall financial strategy
Pricing
- 0.75% on $1–$2 million
- 0.50% on $2–$5 million
- 0.35% on $5 million+
Above are annualized fees. Fees are billed quarterly in arrears.
Fee adjustments may apply when combined with ongoing financial planning.
Empower Program
The Empower Program is designed for people who want clarity and direction but do not yet need, or are not ready for, a comprehensive financial plan. We walk through the foundational elements of each major planning topic at a high level, helping you understand how the pieces fit together. You’ll gain the knowledge and tools to build or refine your own plan, without individualized recommendations or a formal plan deliverable
What’s Included:
- Initial 15‑minute consultation
- Two 1‑hour sessions (sometimes a third, depending on depth)
- High‑level review of all major planning topics
- Educational explanations and frameworks you can apply on your own
Pricing:
$250 per session (2‑session minimum). Sometimes a third session may be added depending on topic complexity.