Financial Planning

As a CFP® with over 15 years in capital markets, I build financial plans around the moment you're actually in, most often a job change or major career transition. Whether you're rolling over a 401(k), sorting out new equity compensation, or trying to see how it all fits together, here's how we start.

Essential Plan

"I just changed jobs and want to get organized before I make any moves"

Goal and Values Review
Retirement Snapshot
Social Security and Medicare Analysis
Investment Portfolio Review
Beneficiary Review
Goal Monitoring
Online Experience

Initial Plan: $1,500+

Comprehensive Plan

"I have a 401(k) to roll over, new equity comp to figure out, and I need a real plan"

Includes Essential Plan
In-depth retirement planning
Detalied Cashflow planning
Net-worth Statement
Multiple goals analysis
Education Planning
Risk and Insurance Analysis
Roth Conversions Services
Basic Estate Planning

Initial Plan: $3,500+

Advanced Plan

"I'm managing a career shift while also supporting aging parents and my own kids"

Includes Comprehensive Plan
Small Business planning
Confidential Family Meetings
Generational Wealth Services
Income Tax Planning
Advanced Estate Planning
Executor/Trustee Education
Donor-Advised Funds

Initial Plan: $6,000+

Start Planning Your Future Today

Not sure where to start? Learn how we can together build the plan that can achieve your financial goals.

Build Your Plan