Financial Planning That Starts With Understanding You
Every financial decision is connected.
Whether you have one specific question or need a comprehensive financial plan, I first take time to understand your current financial picture so my recommendations fit your unique situation.
That means we'll begin by reviewing your:
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Income and cash flow
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Savings and investments
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Retirement accounts
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Debts
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Insurance
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Current financial priorities and goals
Once I understand where you are today, I'll provide recommendations that are practical, personalized, and focused on helping you move forward with confidence.
Step 1: Your Financial Planning Project
Every new client begins with an initial planning project.
The scope depends on your needs. Some clients have specific planning questions, while others want a more comprehensive review.
Examples include:
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Retirement planning
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Roth conversion analysis
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Tax planning
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Investment allocation review
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College planning
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Employee benefits
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Social Security decisions
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Cash flow and savings strategies
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Major life transitions
After learning about your finances, I'll develop recommendations tailored to your goals and provide a clear action plan for you to implement.
Projects are billed at $300/hour. Most initial planning projects require 10–20 hours, which includes time for data gathering, analysis, preparation, meetings, and follow-up.
Step 2: Continue Working Together (optional)
Your financial plan is your roadmap, but life rarely follows a perfectly straight path. As your circumstances, priorities, and goals change, I can help you stay on course.
Think of me as your financial compass: providing perspective, helping you navigate decisions, and keeping you aligned with the plan you created.
Through an annual Ongoing Financial Advice Agreement, you have access to continued guidance and support, including:
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Guidance as financial questions arise
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Virtual meetings as needed
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Review of significant life or financial changes
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Updates to previous recommendations
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Ongoing planning guidance and accountability
Services are billed at $300 per hour and invoiced quarterly based on time used.
There is no long-term commitment, you can use ongoing advice when it provides value and pause when it no longer fits your needs.
Tax Planning & Preparation
Taxes Done Right—With Your Bigger Picture in Mind
I'm a CPA with over a decade of experience helping individuals, families, and small business owners not just file taxes, but use them to make smarter financial decisions. Whether it’s a personal return, a small business, or a more complex estate or trust, I provide thoughtful, strategic tax services tailored to your situation.
I offer tax-only services as well as fully integrated tax work within your broader financial plan.
Tax services start at a fixed fee of $600.
💡 Already have a financial advisor? No problem, I collaborate or work independently based on your needs.