From the first call to everyday clarity.
The Wealth Being process.
We get clear on where you are, where you want to go, and design a custom strategy to bridge the gap. I help you implement, act as your accountability partner, and am someone to talk things through with, for whatever reason.
No generic templates. Just thoughtful strategy, real support, and a system that fits your life.
Built for wealth accumulators.
- You're earning $200k+ and your financial life is getting more complex.
- You know your money matters — but don't have the time or interest to manage it yourself.
- You value delegation, accountability, and someone to talk things through with ongoing.
- You want a planner whose success grows when yours does.
Five steps from hello to a working plan.
Most clients are working with a written plan within six weeks of the first call.
- 01Free · 45 min
Let's Talk
We talk about what's on your mind: Goals, stress points, and what you want your money to do for you. No pressure, no pitch.
- 02Weeks 1–2
Getting Organized
We centralize and gather everything: Assets, debt, income, accounts, benefits, equity. So I can give specific advice and you can finally see it all in one place.
- 03Weeks 2–4
Wealth Implementation
We collaborate on action steps, get clear on what to do in what order, and execute. I'm with you every step: accounts, automations, tax moves, the lot.
- 04Ongoing
Live Wealthy
With ongoing support, regular check-ins, and access when you need it, your finances are optimized — so you can free up your mind for everything else.
When I say comprehensive, I mean it.
Every engagement covers the core. The "if applicable" topics get added when your life calls for them — at no extra charge.
Organic touch points, built into the year.
You have a lot going on. The seasonal calendar makes sure nothing gets overlooked. We meet twice a year, and I'm working behind the scenes the rest of the year.
Winter Meeting
- Review cash flow, contributions & savings rates
- Tax preparation
Spring Meeting
- Review goals progress
- Review cash flow
- Review investment strategy
- Assess emergency funds
Summer
- Review tax return
- Monitor your finances so you can enjoy life
- Here when you need me — I'll reach out if there's anything you need to be thinking about
Fall Meeting
- Review insurance (odd years)
- Review estate plan (even years)
- Review equity compensation (if applicable)
- Year-end tax strategy
- Outstanding tasks and to-dos
- Year-end reflections
Ongoing
- Monthly newsletter and planning topics
- Portfolio monitoring and rebalancing
- Ongoing tax-loss harvesting
- On-demand meetings as questions arise
- Unlimited email and anytime access
Fees structured so we're aligned.
I'm intentionally choosy about who I work with. I'm not stretched thin — I'm building a client base with people I want to grow alongside for the next 20 years.
My fees are structured so we're aligned. I bill on what I manage — not on assets under advisement. You do better, I do better. No commissions, ever. No charge for the planning, the tax coordination, the 401(k) advice, or the late-night text. That's all just part of the relationship.
Billed quarterly on the assets I manage. The monthly fee is waived. Includes everything — planning, tax work, investment management, ongoing support.
Flat monthly fee for ongoing planning and support. Move to the AUM model once your managed assets grow past $300k.
How to get started
Let's Talk
A no-obligation conversation to see if we're a good fit to work together.
Get Clarity
Your goals. Our expertise. A clear, written blueprint built for your life.
Live Wealthy
Confident decisions, fewer worries — and a personal CFO in your corner.