You are so much more than the number on your net worth statement.
I will help you build a plan to solve your financial pain-points while you experience life to the fullest today.
ISOs, AMT, QSBS… startup equity is more than just complex acronyms.
I have witnessed the relief and confidence that having a plan can provide. My desire is to demystify the complexities that come with equity compensation and help you to feel empowered to take action in ways that align with your full financial picture.
Beyond your equity, I aspire to be an objective thinking partner on all aspects of your financial journey. For couples in their 30’s & 40’s – life is full of changes & transitions, which is why I take a family-first approach with all touch points and proactively think about your financial & tax situation, so you can spend your time and energy on what you value most.
Are We a Good Fit?
The Process
We start by understanding you – what challenges you’re facing, what you desire to accomplish, and what is most important in your life.
Using this as our guiding light, I advise you on the tactical actions to take and strategic financial decisions to make to propel you toward the life you desire.
I aim to be accessible to my clients when they need me.
New job opportunity? Expecting a child? Discussing a home renovation project? Company liquidity event? I’m here for all of it!
At a minimum, I aim to meet with my clients twice per year for a Spring Strategy & Fall Financial Review.
These meetings are to discuss upcoming life events & cash needs, ensure you are maintaining strong financial health, and making the appropriate adjustments based on changes in your life. Life isn’t static and neither is your financial plan. I embrace financial planning to adapt & evolve with you as your goals, careers, & family situation changes. I am here to support you each step of the way.
Investment Management
Understanding YOU
We discuss how you’ve invested up to this point in your life, your risk capacity, & your goals & objectives.
Risk Management Beyond Your Investment Portfolio
For individuals who receive equity compensation, you’re exposed to risks with both your financial AND human capital. I incorporate this into our investment recommendation so that you’re taking smart risks with your investments.
Creating an Asset Allocation
Understand the range of potential outcomes with a given investment strategy and educate you on why I believe this allocation will enable you to reach your financial objectives
Thoughtfully Implement
I perform a tax analysis on your existing portfolio and prepare a recommendation for implementing our recommended strategy in a tax-efficient & systematic manner.
Monitor & Adjust
Volatility is the price you pay as an investor to grow your wealth. I focus on managing the risks you take & stacking the odds in your favor to maximize your after-tax returns.
Reassurance & Objectivity
When markets get choppy & you encounter fear, I will proactively communicate & help serve as a calming presence. I will help to ensure that reason & objectivity drive decisions instead of emotions.
Pricing
Core Planning
| Annual Minimum Planning Fee | Managed Investments Included within Planning Fee | Managed Investments Above $500,000 |
|---|---|---|
|
$10,000 |
$500,000 |
0.50%
|
Wealth Management
| Assets Under Management | Advisory Fee |
|---|---|
|
First $1,000,000 |
1.00% |
|
$1,000,001 – $10,000,000 |
0.50% |
|
$10,000,001 – $20,000,000 |
0.35% |
|
Over $20,000,000 |
0.25% |