FAQs

I work with solopreneurs and small business owners who want comprehensive financial planning. My clients typically have complex tax situations, retirement planning needs, and want expert guidance on optimizing their wealth.

We start with a 30-minute intro call to understand your situation. If it's a good fit, we'll build a comprehensive plan covering your business, cash flow, taxes, investments, and legacy. Then we implement and optimize as life evolves.

Yes. I work with clients across the United States via video calls.

I provide comprehensive financial planning including lifestyle planning, tax optimization, investment strategy, risk & legacy planning, and ongoing coordination with your other advisors.

Ongoing management is $10,000/year, paid quarterly. I charge no AUM fees and have no ties to any insurance company or bank. I'm paid exclusively from client fees.

No strict minimums. The service is designed for business owners who value comprehensive planning and tax optimization regardless of current asset levels.

We'll meet quarterly for comprehensive reviews, with additional meetings as needed for major life events, tax planning, or other financial decisions.

Yes. You can email me anytime with questions or to schedule additional calls. I aim to respond within one business day.

Absolutely. I coordinate with your existing advisors to ensure everyone is aligned on your financial strategy.

We'll discuss your current situation, goals, and challenges. I'll explain my process and we'll determine if we're a good fit. No commitment required.

Initial planning typically takes 2-4 weeks depending on complexity. We'll work together to gather information, analyze your situation, and develop recommendations.

Tax returns, business financial statements, investment account statements, insurance policies, and estate planning documents. I'll provide a detailed checklist after our intro call.