Confidence is earned — in your plan, and in the person guiding it. It starts with structure, clarity, and disciplined planning.
This isn’t about market trends or templated advice. It’s a process designed around your goals, built to move forward with purpose
Financial success looks different to each person. But confidence in achieving it shouldn’t. That confidence isn’t built on luck or one-time advice — it comes from thoughtful planning, decisions tied to a clear strategy, and a relationship with an advisor you trust.
That’s where this process begins. I work with individuals and families who value depth — in their thinking, their strategy, and their relationships. **Most clients who engage in planning have $500,000 or more in total net worth. For those with $500,000 or more in investable assets, full investment and planning management is available. **
It Begins with Fee-Based Planning[1] -- and Here's Why:
It all starts with a Fee-Based Planning engagement that creates space to think clearly, evaluate honestly, and map the right strategy for your life. Most planning fees range from $1,000 to $5,000, depending on complexity.
There’s a reason this isn’t free. Too often, free plans are built to justify a product. This is different. You’re paying for thoughtful analysis, professional judgment, and a deliverable that stands on its own.
This isn’t a sales formality. It’s a serious planning process built to generate clarity through real conversation and tailored recommendations.
Whether we continue working together or you implement the plan on your own, the deliverable is yours to keep. It’s designed for your life, not pulled from a template.
Many clients choose to move forward with a full investment and planning relationship once the strategy is clear. But that next step is always mutual — and always earned.
What You Can Expect from Our Process
This isn’t a casual walkthrough of your finances. It’s a defined, repeatable process designed to bring clarity and direction to every step.
Step 1: Discovery Conversation
We’ll begin with a meaningful conversation that is open, honest, and focused on your goals, concerns, and what a successful financial future looks like for you.
Step 2: Diagnostic Review
I’ll assess where you are today, highlight key decision points, and bring attention to areas of risk and opportunity with practical, understandable explanations to help you make informed decisions
Step 3: Setting the Course
With your input, I’ll take the lead by building a plan from the ground up, tailored to your life and priorities. It’s informed by experience, shaped by advanced training, and designed to help you move forward with confidence.
Step 4: Optimal Implementation
If we choose to move forward together, I’ll structure and execute your investment and planning strategy in alignment with your goals.
Step 5: Ongoing Reginements
As life changes, we’ll continue adjusting your plan, so your strategy stays in sync with your priorities.
[1] Financial planning is available through our Fee-Based Planning Services program, which offers advisory services for clients with distinct planning needs.