It starts here...
"Are We A Fit?” Meeting
Schedule a 30-min discovery session to discuss your goals, and interests in working with a financial planner. You’ll also learn about my approach to financial planning and have the opportunity to ask any questions you may have.
Onboarding & setup
My process is educational, comprehensive, and tailored to your unique needs.
Whether your question is about what to do today, in ten or thirty years, we can give you an answer in a data-driven, holistic manner.
You don’t need a minimum account balance or wealth level to work with us. We’ve designed our service model to allow us to work primarily with Millennials who may or may not have the assets that traditional advisory firms require in order to work with them. We believe everyone is entitled to quality, unbiased financial advice. The earlier a solid foundation is built, the greater the chance of building and sustaining wealth, and achieving financial freedom.
We spend our time focusing on issues that you face – stock options, RSU’s, paying off debt, prioritizing savings goals and many others. Not to mention, through our personal experiences with student debt, higher education, career development, professional achievement and entrepreneurship, we share a perspective that very few financial advisers in the industry can.
Lastly, we’re a fee-only firm that abides by the fiduciary standard.