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What happens if you don’t have a solid Financial plan?
👉Feel anxious about your retirement finances.
👉Face uncertainties during economic downturns.
👉Overpay in unnecessary taxes.
👉Leave your future to luck instead of planning.
👉Experience regret over missed opportunities.
👉Risk losing wealth during a business sale.
👉Make costly mistakes that cannot be undone.
👉Struggle to replace your work income.
3 Simple Steps to Sharpen Your Strategy
Take control of your Wealth with confidence.
1. Get Your Financial Health Checkup
2. Set Your Financial Goals
3. Make Your Financial Game Plan
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Provide Basic Financial Data and work with me to uncover behavioral factors in your finances.
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Set goals for financial security, family harmony, career advancement, asset protection, early retirement, or all of the above.
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Make your game plan with your current financial status with assets, liabilities, cash flow, insurance coverage, and tax strategies.
Transform Your Financial life
There is a gap between making a plan and executing.
I'm here to make sure we close that gap.
Here to Help You Navigate This Journey
With my expertise, you’ll feel empowered to make informed decisions.
10+ Years of Expertise
Required to Act in Client's best interest.
Certified Financial Planner
The gold-standard certification in financial planning.
The Financial Journey feels less stressful with a trusted guide watching over your shoulder.
Services
Strategies to Lower Taxes
Investment Management
Cashflow Management
Charitable Giving
Estate Planning
Retirement Planning
The Service Model
🌟 In The Money Wealth Planning™
Comprehensive Planning + Investment Management for
First-Generation Wealth Builders, Business Owners, and Pre-Retirees
Who It’s For
This service is designed for people who are ready to stop spinning their wheels and start building lasting wealth with intention. Whether you’re a first-generation wealth builder trying to make your income work harder, a business owner preparing for a future exit, or a pre-retiree ready to convert savings into reliable income, we help you connect every part of your financial life into one clear, evolving plan.
What’s Included
Tax-Smart Wealth Strategies
Retirement and Cash Flow Design
Charitable Giving Planning
Legacy Planning
Risk Management
Investment Management (Optional)
Pricing
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$299/month covers comprehensive financial planning and up to $200,000 in managed assets
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Above $200,000, planning is included and the model transitions to a quarterly AUM fee:
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$200,000 – $500,000: 1.25%
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$500,000 – $1,000,000: 1.00%
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$1,000,000 – $5,000,000: 0.90%
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Over $5,000,000: 0.70%
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Why Clients Choose This
This is not a product sales pitch or a one-time plan that collects dust. It’s a collaborative, ongoing relationship built around one goal: helping you own your outcomes. We integrate tax, estate, investment, and income decisions into a single system — so your money works harder, your decisions get smarter, and your wealth builds faster.
Fee-Only & Fiduciary If you have spoken to a financial advisor before there is a strong chance that you have spoken with a Stockbroker and/or insurance representative who receives a hefty commission check for a product they are selling. The fees of commission-based agents and brokers are tied to specific products and transactions. This model misses completely much of what clients need. Although even commission-based agents can serve their clients in unique ways, product commissions seem a backhanded way to acquire comprehensive wealth management.
Fiduciary
No Commissions. No Surrender Fees. Unlike much of the Financial Industry, I do not sell commissioned products. No Surrender Fees Ever.
Transparency
Independently Owned Because I am not tied to any large Bank, Brokerage, Insurance Company I do not answer to anyone but you.