Friendly, flexible and always fee-only.

My firm provides financial planning in which you use your money to increase your sense of financial well-being and life satisfaction. We focus on your business and money serving the life you need and want now, as well as the life you want and need in the future.

This comprehensive care model involves a much more hands on approach for those with complex financial lives and a need for more in-depth management and accountability.

The cost for this service is based on total gross income and/or total business revenue. This service has three tiers

●      Tier 1 – $0 – $250,000 in income has a minimum cost of $6,000 annually

●      Tier 2 – $250,001 – $500,000 in income has a minimum cost of $8,000 annually

●      Tier 3 – $500,001 and above in income has a minimum cost of $10,000 annually

Pricing is designed to facilitate great client outcomes and to avoid conflicts of interest. Costs may be adjusted if there are added complexities such as having multiple entities (LLC, S-Corp, B-Corp, Partnership, etc.), owning multiple real estate properties, stock options, etc. Additionally, my goal is always to provide value greatly in excess of your investment.

Check out the Process tab to get an overview of how the process works and the benefits of each step.

Sound valuable to you? Contact me.