Financial Planning Services That Help You Feel in Control
You’ve saved diligently, lived within your means, and maybe even accumulated more wealth than you expected.
But now, new questions keep you awake:
- Can I retire when I want?
- Am I set up properly to send my kids to college without jeopardizing my future?
- Is my current financial strategy working, or is there something better?
I’m here to provide the clarity you crave and help you answer these questions confidently.
Questions First, Then Action
Financial planning shouldn’t feel like following a math formula. It should feel like finding the right answers to your questions.
I begin by listening and digging into what really matters to you. Whether you’re planning for Phase 3 of your life, funding your kids’ education, or trying to make smarter investment choices, my approach is grounded in your real-life goals.
I help you:
- Get clarity on your financial future, so you always know where you stand.
- Feel confident about your money decisions without second-guessing or wondering if you’re doing it right.
- Protect and grow your wealth without being overwhelmed by complex financial jargon.
- Plan for the unexpected, from family changes to market shifts.
- Keep your life in balance by taking the stress of financial planning off your plate.
You deserve a clear path to financial security
A Closer Look at Our Services
| Core Services | Comprehensive Services | Advanced Services |
|---|---|---|
| Minimum $2,000,000 in investable assets | Minimum $3,000,000 in investable assets | Minimum $5,000,000 in investable assets |
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CORE SERVICES +
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COMPREHENSIVE SERVICES +
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Transparent Pricing. No Surprises.
Initial Planning and Onboarding Fee
All new clients receive a custom financial plan before any investment work begins.
- Cost: $3,599–$6,000
- How it’s paid: $500 deposit upfront; the rest at your final planning session
- Why: It gives us both clarity before we move forward with anything else
Ongoing Advice & Investment Management
Ongoing support, reviews, portfolio oversight, and access to my team.
Typical Annual Cost: ~1.5% all-in (includes investment management + planning)
How it works: Fees are billed quarterly in advance and deducted directly from your accounts
Fee range:
$2M–$3M: 0.95%
$3M–$5M: 0.85%
$5M+: Custom fee based on complexity
What You Get
- Investment strategy and rebalancing
- Tax strategy and ongoing analysis
- Quarterly updates and annual reviews
- Access to your full account dashboard
- Coordination with attorneys, CPAs, and other pros (Advanced Tier)
- Regular check-ins and support when life changes
It’s time to feel confident about your money
You Deserve a Financial Thinking Partner
You’re smart enough to handle your finances alone, but why would you want to? You deserve someone who can:
- Answer the tough questions clearly and confidently.
- Keep an eye on the big picture while you enjoy your life.
- Connect you with vetted professionals (CPAs, attorneys, insurance specialists)
when needed.
I intentionally limit my practice to fewer than 70 households in California and Utah so I can offer you personalized attention, deep expertise, and genuine partnership.
FAQs
When should I start working with a financial planner?
The right time is when you’re feeling stuck – when your research is leading to more questions than answers, or you’re questioning whether your current strategy is good enough. Sometimes, it’s just a gut feeling that it’s time to get a second opinion.
For many of my clients, that moment comes when they:
- Realize retirement is closer than they thought and want to know if they’re prepared.
- Start making more money than ever and feel the pressure not to mess it up.
- Face big financial transitions, like buying a home or sending kids to college.
- Worry that their current investment strategy might not be the smartest move.
If your instincts are telling you it’s time to talk, listen to them. It’s always better to get clarity sooner rather than later.
How does your process work?
I get it—starting with a financial planner can feel intimidating. My process is designed to be calm and thoughtful, never rushed.
What is the process for working with you?
To get started, please complete this questionnaire so we can get a sense if we are potentially a good fit for working together. Our office will then be in contact with you to set up a no-cost, one-hour introductory call. By the end of that call, we will both decide if it makes sense for us to continue talking or if we should find you another resource.
If you choose to move forward with me, we will talk about next steps.
I could also do a video here about the financial planning process.
What’s your approach to investing?
My investment philosophy is simple: Start early, stay flexible, and minimize risks where possible. It’s not about chasing the highest returns—it’s about making sure your money works for you without putting your future in jeopardy.
- Purpose-driven investing: Your investments should have a clear reason behind them. Whether it’s retirement savings, college funds, or building wealth, we start by defining your goals.
- Minimizing taxes: We look for ways to reduce your tax burden, from tax-free retirement income to strategic withdrawals.
- Flexibility and adaptability: Life doesn’t follow a script. Plans need room to adapt without causing unnecessary stress or losses.
- Diversification without the overwhelm: No one should be locked into a single philosophy or approach. We build a balanced strategy that spreads risk without overcomplicating things.