13358 Manchester Road
Executives & Entrepreneurs
We help you reduce complexities, gain financial confidence, and put more time back in your day.
NO pressure. NO BS. Just straight-forward financial advice.
"Pop the hood," with a free Ice Breaker call to learn more.
10+ Years Experience
100+ Gen X & Y Families & Business Owners Served
250+ Hours of financial education and due diligence, every year.
Let's be honest...you're busy with work deadlines, employees, quotas, meetings, travel, kids...maybe even grandkids.
You're making great money and you want to be smart it, but you don't have the proper time or expertise to handle to tax planning, Roth conversions, estate planning, educational planning, investing, etc. 🤯
I get it. That's why my Dynamic Foundational Planning process helps you address all areas of your financial life on your time and what matters most to you. Whether we meet virtually or in-person, it's your time and it's my job to help you make the most of it.
As a wealth advisor, my emphasis is on you and your family or business having a financial plan as opposed to just a financial account.
After eight years at a "big box," financial firm, I had enough. So I left and founded an independent practice from a burning desire to create a client experience that feels more like family and less like corporate America.
Many families and business owners don't have the time to properly research investments and financial strategies. It's also hard to separate fact from fiction on Wall Street, that's where I come in.
The people we serve want streamlined and comprehensive advice, not product pushing. They want answers and options, not more questions and fees. They want more sand in the hour glass, not less.
Sound like you? 🤝
Schedule a free "Ice Breaker," consultation today to learn more.
You handle a LOT...I can help organize your finances and document a plan.
Budgeting, retirement planning, tax planning, Roth conversions, debt reduction... lets do this!
Markets are unpredictable and technology can lead to rapid changes and turbulence.
Whether you're a DIY investor or you prefer to delegate that part of your finances, we're equipped to partner with you.
Returns are great, but health is wealth. We help you keep focus on the bigger picture.
Through education, collaboration, and pleasant persistence, we'll help make sure you are pursuing your most important goals.
Need to do something with that old 401k? Recently divorced or experience a sudden loss?
We've helped guide hundreds of families though numerous challenges like these and we're equipped to serve.
It's ok if you don't feel like you "have wealth," yet.
For some people, wealth management means BUILDING the wealth you'll need to fund your goals someday.
The common thread within our tribe of clients is they prefer to simplify their lives and a partner they can trust.
To get more information on our Dynamic Foundational Planning Process, and an infographic of a possible timeline for the planning process, click the button below!
Getting organized & optimized. Geting more time back. Reducing stress. All sounds pretty good, right? But you're probably wondering what's it gonna cost you...
To be honest, there isn't a one size fits all approach. But here are a couple of our more popular engagement options:
You want it all...help building a plan and guidance with your investing.
Financial Plans start as low as $2,500 ($1,200 due upfront, remainder can be like Netflix and paid monthly).
No minimum account size.
Investment management fee discounted with planning engagement and varies, but will not exceed 1% per year.
You just want help on how and where to invest or you have an old account(s) you want to consolidate, but you're not ready for a financial plan yet.
Minimum account size $200,000
Fee not to exceed 1.25%
You just want a one-time plan or to ask some questions, you'll decide what to do from there.
Minimum of 3 sessions is required and can be used at your discretion over 12 months.
How much do you know about investing? Take our quiz and find out instantly.