How to get started?

The best place to start is with a free introductory call. This gives us both a chance to get to know each other, talk through your goals, and see if we’re a good fit. You can send us an email (from the Contact page) or call/text us to schedule a call.

Can I do project based planning?

Yes. We can create a project scope where we focus only on the areas you need right now - whether that’s investments, divorce finances, tax strategies, or college funding. We can create a buildable, flexible, tailored guidance.

What’s the difference between “hourly advice” and a project-based plan?

  • Hourly advice is for quick, focused guidance or a second opinion - perfect if you have one or two specific questions.

  • A project-based takes a deeper look at your situation, pulling together strategies across investments, taxes, and cash flow to give you a bigger picture. Once the scope is decided, fee is determined based on the number of hours.

Do I need to move my investments to work with you?

No. It’s your choice. You can keep your accounts where they are - I’ll help you evaluate them, optimize them, and create a plan that fits your goals.

Do you require a minimum portfolio size or income level?

No. There are no asset minimums or income requirements. My goal is to make financial advice accessible, especially during times when you need it most.

How do you charge for your services?

I offer hourly and project-based planning. My standard rate is $250/hour, and most projects fall in the range of 3–10 hours depending on complexity and scope.

For clients who prefer ongoing investment management, I charge a quarterly fee based on Assets Under Management (AUM). There is no minimum for assets.

  • $0 - $100,000 --> 1.50% annual fee

  • $100,001 - $500,000 --> 1.25% annual fee

  • $500,001 - $1,000,000 --> 1.00% annual fee

  • $1,000,000 and Above --> 0.80% annual fee

FAQs