facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Transparent Service Offerings

Full Service 


Best for business owners wanting to sell & not get killed in taxes, or pre-retirees wanting expert help with irreversible retirement decisions.

*Limited to 50 households *


Managed Accounts

You will be brought onboard over 2 - 3 meetings. After the initial meetings and account setup, I proactively reach out to meet 2x per year in the spring & fall.


  • Safety-first investment approach to protect your nest egg

  • Plan around your capital gains to find the most tax-efficient option for your goals with the money

  • Complete your 15-Point Client Checklist each year (view example here)

  • Communicate & work with your CPA to prevent common tax mishaps

  • Strategize how to best use Roth strategies for your situation

  • Analyze tax returns each year to plan for current & future tax opportunities (View a sample tax analysis)

  • Act as an accountability partner for what you are wanting to achieve

  • Actively monitor for course-corrections required on your financial path

  • Evaluate any new tax and estate law changes to see how you might be affected on an ongoing basis

  • Coordinate with your other professionals around your financial strategies



Best for the DIY-er, or someone just getting started on their path to financial independence. You just need a little bit of guidance to find answers to your questions.



(full plans typically run between $1,500 - $3,000 total, depending on complexity)

This process usually takes around 3 to 4 weeks to complete, depending on how quickly you want to move and your speed of uploading requested documents.


  • 2 weeks of email support after plan delivery for any relevant follow-up questions

Your choice of:

  • Retirement planning

  • Business planning

  • Investment analysis

  • Tax planning strategies

  • Debt management planning 

Schedule a Call Now

Not quite ready to schedule an appointment? That's okay!

Sign up for the newsletter instead.