Process

Before our first conversation, I'll send you access to RightCapital — the planning platform I use with all clients. If you're able to, I encourage you to build out your personal financial dashboard ahead of time: income, spending, savings, investments, debt, insurance. The works.

That way we make the most of our time together from the very first conversation.

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.

If we decide to move forward, we gather everything — income, spending, savings, investments, debt, insurance, taxes, all the moving parts of your financial life in one place.

But I also want to understand the less obvious pieces: how you think about money, what keeps you up at night, the creative rhythms of your work, and the long-term vision that sits behind all of it.

Financial planning is as much art as it is science.

Before a single number gets crunched, we spend real time imagining your life. This is a longer session built around activities designed to surface what actually matters to you — your values, your goals, the version of your life you're quietly working toward.

What does your rich life look like? A sabbatical to write, record, or build? Vacations you've been putting off? The freedom to say no to work that doesn't serve you? An exit that actually sets you up? Scaling your business without sacrificing everything else?

We get specific and we get honest, because a financial plan that doesn't reflect who you are and what you're building isn't really a plan — it's just a spreadsheet.

This is where your plan takes shape in front of you for the first time. I present a working draft built around everything we uncovered in the Vision Session — your goals, your reality, your numbers — and we go through it together, refining it until it genuinely reflects your life.

Depending on your goals and situation, your plan may include:

- Investment and savings strategy

- Cash flow and income modeling

- Tax strategy and coordination

- Insurance and risk review

- Retirement and long-term planning

- Business and self-employment planning

- Equity compensation and business ownership planning

Your plan is complete. We walk through the finished model together inside RightCapital, make sure everything is clear, and align on exactly what needs to happen next — whether you take it from here on your own or continue onto “The Road” together, where I handle the heavy lifting of implementation alongside you. goes here

This is where the plan stops being a document and starts being your life. As part of “The Road”, I take care of the heavy lifting alongside you — working through the action items that most people get stuck on when left to their own devices. You are never handed a list of overwhelming tasks and left to figure it out. We move through it together, step by step, at a pace that makes sense for your situation.

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.

I keep my tech stack tight and intentional.

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

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.