No One-Size Solution
Flexible. Fair. Personalized.
📌 Level 1 – Open to everyone
Access to educational content, articles, and tools—free of charge. Great for those just starting out or exploring financial topics, but no personalized advice is provided at this stage.
📌 Level 2 – Where personalized advice begins
This is the starting point for one-on-one guidance. We’ll build a custom financial plan based on your goals, then evaluate together whether ongoing support is the right fit.
📌 Level 3 – Available by invitation after your plan is complete
Ongoing wealth management is reserved for clients who want a long-term partnership. This level includes continuous advice, implementation, and proactive planning through every stage of life.
Level 1 Client - Newsletter Participant
- Free!
- Educational tools like checklists, flowcharts, and planning guides.
- Updates on market trends and relevant financial news.
- Access to new resources and upcoming events.
Level 2 Client - Flat Fee Financial Plan
- Up to 4 hours of 1-on-1 time with me for $150. Additional time billed at $100/hour if needed.
- Customized plan built around your specific goals, values, and financial situation.
- You’ll get comprehensive advice across tax, investments, retirement, insurance, and more—just like ongoing wealth management.
- You’ll receive a printed plan with clear steps you can execute on your own.
Level 3 Client - Ongoing Wealth Management
- Transparent pricing. No product sales, commissions or surprise fees.
- Ongoing support and guidance as your life and goals evolve.
- Investment management, tax planning, retirement strategy, estate coordination, insurance, legal structure, and more.
- We don’t just make recommendations—we handle the execution on your behalf.
- Emails returned within 24–48 hours, phone calls within 24. No layers between us.