Everything I cover.
Nine parts of your financial life, and how I invest your money.
WHERE I HELP
Life Vision
Defining what an ideal life looks like, and charting the path to it.
Your Children's Future
Good money habits, education planning, and setting them up for independence.
Cash Flow
Reverse budgeting, so you can pay yourself first, then spend without tracking each penny.
Assets + Debt
Home, investment property, and vehicle decisions. Which debt to pay down first.
Career + Business
Equity comp, career changes, and support for your business.
Investing
A strategy built on your risk profile and goals, then monitored and rebalanced.
Tax Planning
Lowering what you pay over a lifetime, not just in April. Coordinated with your CPA.
Insurance
Making sure your health, family, and assets are protected in case something goes wrong.
Estate Planning
A full estate plan through Wealth.com, kept current, so your family is taken care of.
INVESTMENT PHILOSOPHY
I manage your investments as a core part of your financial planning, at no extra cost.
Start with you
Your goals, timeline, and comfort with risk drive your strategy
Keep it simple
Buy the market with a handful of low-cost, broadly diversified index funds
Control fees and taxes
Low fees and smart tax decisions: the parts we can control
Stay disciplined
Patience allows the magic of compounding to do its thing
Liquidity is freedom
Cash provides flexibility and peace of mind
My family's money is invested in the same funds as yours. We'll ride out the downs and enjoy the ups together.