Business Owners
Treat your business and personal finances as one plan aligning cash flow, taxes, investments and your eventual exit.
Loading planner profile...
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 more than a paycheck. Align equity, taxes and investments to turn success into lasting wealth.
High Earning First Generation
Turn today’s high income into lasting wealth while supporting the people you love and protecting your own future.
Major Milestones I Specialize In
Career Changes or Job Loss
Before making big financial moves, protect your cash flow, health coverage and taxes while you decide what comes next.
Compensation Changes
Before adjusting your lifestyle, understand the after-tax value, vesting and benefits behind any compensation change.
Early Retirement or Financial Independence
Retiring early takes more than savings. Stress-test cash flow, taxes, healthcare and market risk before leaving work.
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
I help people bring their financial goals to life by acting as their personal CFO while they remain the CEO of their own vision. Together, we build a plan that takes them farther, combining innovative technology, customized strategies, and a strong emphasis on communication and education. More importantly, I take the time to understand each client’s story, family, and interests so the relationship feels meaningful, effective, and even fun. My goal is to make financial planning less overwhelming and more empowering, giving clients the clarity and confidence to enjoy the journey as much as the destination. At Compound, we provide the resources, technology, strategies, and team to seamlessly manage not only your financial and investment plan, but also estate planning, tax preparation and planning, complex equity compensation, and insurance needs. Through our integrated client Dashboard, we deliver a comprehensive and coordinated wealth management experience. If you’d like to learn more, I’d be glad to connect!
Disclosures
Compound Planning, Inc. is an investment adviser registered with the Securities and Exchange Commission and based out of New York. This document contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. All information is from Compound Planning unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
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.