Choose the Level of Financial Guidance That Fits Your Life

Whether you want to learn, plan, or have everything handled for you, I offer four clear paths to help you move forward with confidence.

1

Full-Service Wealth Management & Financial Planning

For families who want professional investment management paired with ongoing financial planning.

I’ll design your personalized plan, manage your portfolio through Schwab, and meet with you regularly to ensure you’re always on track.

What’s Included:

Personalized financial plan
RightCapital Financial Planning Software
Ongoing plan updates
Investment management through Schwab
Tax and retirement planning
Quarterly or semiannual meetings
Unlimited support

Fee = % of Assets Under Management

Book a 20 Minute Intro Call

#2

2

Membership Club for Successful Middle Class Families

A membership designed specifically for middle-class families who want professional guidance without high costs.

We’ll build your financial plan together, and you’ll get continued support through videos, webinars, and check-in meetings every six months.

What’s Included:

Initial financial plan built together (RightCapital access included)
6-month review meetings
Monthly office hours
Webinars & live training
Step-by-step video library
Practical tools to follow your plan

Fee = $999 Per Year

Join Waitlist

3

One-Time Financial Advice for Your Most Important Questions

Perfect for people who want to create a one-time financial plan. Also great if you want clarity on a specific issue, such as budgeting, investing, retirement planning, debt payoff, or major financial decisions, without committing to long-term planning.

What’s Included:

1-1 Zoom meetings
Access to RightCapital
Personalized action plan or written notes
No ongoing obligation
Flexible scheduling

Fee = $250 per hour

Book a 20 Minute Intro Call

4

Ongoing Financial Coaching & Accountability All Year Long

For individuals and families who want an ongoing relationship, continuous guidance, and year-round accountability. I’ll help you track progress, adjust your plan, and stay on top of every area of your finances.

What’s Included: