Comprehensive financial planning & wealth management
focused on tax optimization and your money psychology.
Before strategy comes clarity. Financial education, money psychology, and goal planning — so your decisions come from intention, not anxiety.
Wealth management, retirement planning, strategic asset allocation, and RSU/stock option strategy — all connected, all proactive.
Proactive tax strategy and planning. We look ahead — optimizing your bracket, timing income, coordinating RSU sales, and reviewing your return every year.
Cash flow analysis, an automated money system, credit card optimization, and tax projections. Every dollar gets a direction.
Insurance audit, estate docs review, and employee benefits optimization. Because building wealth and protecting it are two different things.
Starting at $6,000/yr for individuals and $8,000/yr for married couples. Paid quarterly. You always know exactly what you're paying — no percentage of assets, no hidden charges, no surprises.
Unlimited access to my calendar, unlimited wealth management, and unlimited plan updates. You're not billed by the hour or by the meeting. Reach out whenever something comes up.