/ Financial Services /
Introduction
My practice is built on a research-driven approach to financial planning and portfolio construction. I translate the best insights from economics, market theory, and behavioral finance into practical guidance that helps you make confident, well-supported financial planning decisions.
Holistic Financial Planning
A strong financial strategy considers your entire financial picture, not just individual pieces. I create a comprehensive plan that integrates retirement, investments, taxes, insurance, estate planning, and cash flow ensuring every decision works together to support your long-term goals. By taking a holistic approach, I help you build clarity, confidence, and control over your financial future.
Retirement and Investment Planning
Retirement begins with a clearly defined and optimized goal, one that reflects your lifestyle, spending needs, and long-term priorities. Once that target is established, I design an investment strategy grounded in academic research, market efficiency, and evidence-based principles to help you fund it. The result is a disciplined, transparent, and cost-effective approach that aligns your portfolio with the retirement you’re building toward.
Cash Flow and Income Planning
Effective planning starts with understanding how money moves through your life. I analyze your income, expenses, savings, and obligations to create a clear picture of your financial trajectory. Using evidence-based methods, I help you optimize cash flow, plan for multiple income sources, prioritize goals, and allocate resources efficiently so every dollar has purpose and your financial decisions support long-term stability and growth.
Behavioral Coaching
The true value of an advisor isn’t just in numbers or strategies, it’s in helping you make better decisions when it matters most. I provide behavioral coaching to guide you through market volatility, emotional impulses, and complex financial choices. By combining insight, discipline, and perspective, I help you stay focused on your long-term goals and avoid costly mistakes driven by short-term reactions.
Pricing
1. AUM Fees (Assets Under Management)
Total Account Value | Maximum Annual Advisory Fee
All assets:
0.90% flat fee across all account value tiers
2. For services not covered under AUM, hourly fees may apply.
Hourly fees range from $150 - $500 per hour, depending on the scope of work and the agreement between FWP and the client.
3. Fixed Fees
Fixed fees for longer-term consulting projects range from $250 to $1,000 per project.
