Business Owners
Your business should build your wealth, not become your entire wealth. Diversify beyond the company you’ve built.
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Executives
Your compensation is only one piece of your wealth. Build the plan around your goals, not your employer’s stock.
High Earning First Generation
A high income creates opportunity, not automatically wealth. Build the financial roadmap you didn’t inherit.
Major Milestones I Specialize In
Compensation Changes
When your compensation changes, don’t just adjust your lifestyle. Revisit your taxes, savings, benefits, and bigger goals.
Early Retirement or Financial Independence
Whether you retire early or make work optional, build toward a life with purpose—not simply a life without work.
Starting a Business
A growing business is a hungry business. Feed its growth without starving your personal finances or sacrificing your goals.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Your Financial Life Should Work Together! Financial decisions don’t happen in isolation. A change in your investments can affect your taxes. A new compensation package can change your retirement strategy. Buying real estate can alter your cash flow, insurance needs, and estate plan. That’s why my process starts with the whole picture, not just your portfolio. I work with clients through an ongoing, comprehensive planning process that brings investments, taxes, retirement, equity compensation, real estate, cash flow, insurance, and estate planning into one coordinated strategy. We begin by getting clear on where you are today and what you want your money to make possible. From there, I identify opportunities, tradeoffs, and potential blind spots and turn them into a prioritized financial roadmap. Then we work through that roadmap together—not once a year, but throughout the year as decisions arise and life changes. A major part of my approach is proactive tax planning. As both a CFP® professional and IRS Enrolled Agent, I believe tax strategy should be integrated into financial planning rather than addressed after the year is already over. We look ahead for opportunities to make smarter decisions before they become tax-return history. Clients can also expect me to be hands-on. I don’t simply provide a list of recommendations and send you on your way. We model decisions, evaluate alternatives, coordinate implementation, and revisit the plan as circumstances change. The goal is simple: fewer disconnected financial decisions, fewer missed opportunities, and greater confidence that every part of your financial life is working toward the same destination.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.