High-touch Service is my number 1 priority
I don’t compete with big firms on price or flashy tech. I’m not a discount advisor or a big-box shop.
I compete where they can’t: personal attention and truly customized advice.
That’s why I intentionally work with no more than 100 clients. By keeping it small, I go deeper with each relationship so you get the attention you deserve, not a cookie-cutter plan.
Financial Planning Light
$600/yr. + 0.85% of managed assets (tiers down for account size)
We will meet semi-annually
Best for accumulators or young professionals
Financial Planning Plus
$3,000/yr. + 0.85% of managed assets (tiers down for account size)
We will meet quarterly
Best for business owners and near-retirees
Concierge Planning
$6,000/yr. + 0.85% of managed assets (tiers down for account size)
We will meet as frequently as desired
Best for high net worth and ultra high net worth or complex scenarios