Most "financial advisors" only manage your investments and if you're lucky, they'll check in with you once a year.
That approach saddens me because everyone deserves personal service and financial planning is much, much more than just investment management.
So I designed my relationships to be a place where you get high-touch care and all your financial needs met.
(Note: These are hypothetical scenarios and do not directly involve any of my clients)
$750 billed upfront, $750 upon completion
a two month engagement designed to get your money right.
Billed monthly or quarterly
designed for those who want ongoing advice & guidance.
The True Power of Management
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Collaborate Professionally.
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