Unlike some advisors


I don’t earn commissions by selling you financial products like proprietary investments or life insurance policies.

(In my opinion, that would be a major conflict of interest.)

I don’t have a boss breathing down my neck requiring me to hit sales goals.

(Heck, I am the boss!)

I don’t have affiliations with any banks, brokerages, or investment companies.

(I’m fully independent.)

And I don’t get referral fees or kickbacks from any investments I recommend.

Plain and simple: I get paid by you to provide financial advice.

So why would I provide bad advice?

(Hint: I wouldn’t.)





My pricing structure: 

1% of gross household income
1% of assets placed under my management

(whichever is greater)

as the household’s annual fee