Process

  • 1. The Intro Call

    We start with a short conversation. No pressure and no commitment. I get to understand your goals, your situation, your creative or entrepreneurial life, and the challenges you are navigating. You get to understand me, how I think, and how I work. If it is not a good fit, we leave it there. If it is, we take the next step.

    Book it
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    2. Discovery and Data

    If we decide to work together, we gather your financial information. Income, spending, savings, investments, debt, insurance, taxes, and all the moving parts of your life.

    I also want to understand the less obvious pieces. How you handle uncertainty. How you think about money. What keeps you up at night. The creative rhythms of your work. The pressure points. The long term vision that sits behind it all.

    Financial planning is as much art as it is science.

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    3. The Plan

    This is where the work begins.

    I build a holistic plan across the major areas of your financial life.

    Depending on your goals and needs, this can include:

    • Cash flow and budgeting
    • Saving and investment strategy
    • Taxes and tax planning
    • Retirement projections
    • Insurance and risk management
    • Business and self employment planning
    • Equity compensation
    • Education funding
    • Estate basics
    • Major life transitions

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    4. Implementation

    Once you approve the plan, we execute it together.

    This can involve restructuring accounts, moving cash, adjusting investments, improving tax efficiency, or updating insurance. Implementation is where most people get stuck without guidance. My job is to make it simple and manageable.

    We take it step by step. You are never dropped into a list of overwhelming tasks.

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    5. Ongoing Support

    This is where the real value lives.

    I check in with you every quarter and on your birthday, and we meet at a minimum of twice a year. These meetings are not box-checking exercises. They are where we review progress, update projections, refine tax strategies, look at cash flow, and make sure your plan stays aligned with your life.

    But the most important part is not the scheduled meetings.

    Every three to five years you will face a financial moment that can destroy decades of progress. A sudden market event. A major life change. A decision that feels so heavy or emotional that it overrides logic. These moments are rare, but when they show up, they can take you out fast.

    My real job is to be there when that moment hits. To keep you from blowing up a perfectly good plan because fear, panic, or urgency has taken over. This is the part of advising that software cannot touch. It is the single most valuable thing a human advisor does.

    I am here for the predictable rhythm of the year. And I am here for the moments when everything shakes.

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    6. Tools I Use

    I keep my tech stack tight and intentional.

    RightCapital for planning.
    Holistiplan for tax analysis.
    Altruist for custody and trading.
    AdvicePay for payments.
    Calendly for scheduling.
    Zoom for meetings.
    Secure AI tools for note taking and back office efficiency so I can listen more deeply and stay fully present.

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    7. Transparency and Alignment

    I operate as a flat-fee only advisor. No commissions. No sales incentives. No kickbacks. No hidden products. No games.

    The structure is simple and honest so we can focus on what actually matters.