Frequently Asked Questions

Of course! I believe in equality. While I tend to work most often with female executives and their partners, if you're financially responsible, want a well-organized financial life, a coach to hold you accountable and are serious about accomplishing meaningful goals, I could be the financial planner for you. There's no obligation to schedule an intro call to see if we're a fit. If not, I'm happy to refer you to another financial planner who might be.

Absolutely! I utilize Zoom and other technology that allows me to work with clients throughout the U.S. in a virtual capacity.

As a fee-only planner, I'm always transparent about what and how I charge, which includes: Comprehensive Financial Planning The minimum annual financial planning fee starts at $4,000, based on your income, assets and overall complexity. This fee can be paid as a flat fee for financial planning, an asset-based fee with investment management, or a combination of both. ​ After the first year, you have the option to renew our planning engagement for an ongoing financial planning and/or asset-based investment management fee. Investment Management I don't receive commissions for trades. Instead, investment management for individual accounts and small-business retirement plans are billed an asset-based fee between 0.60% - 1.25% of account balance, based on account type, size and investment strategy. Specific fees are shared during our initial meeting together.

As a fee-only financial planner, I'm compensated directly by my clients for financial advice and ongoing investment management. I don't receive commissions or kickbacks from financial or insurance products, which minimizes conflicts and ensures I'm acting as a fiduciary.

Yes I do. This means I'm under oath and law to put your best interest first and to act in a transparent manner by providing you with all the relevant facts. I strive to offer advice that's both accurate and thorough. This is the highest legal and ethical standard for financial advisors.

In a word, no. Whether you lack the time, skill or discipline, I'll motivate you to remain proactive about taking action on your financial plan. It’s easy to put my recommendations on paper and let you walk away, but if someone isn’t in your corner looking out for your financial well-being, it’s easy to get off track. My approach is based on creating an action plan that's unique to you. Life changes, and so should your plan. With that said, if you're just looking for advice on a topic or two, you can engage with me on an hourly basis. I'll share a cost estimate in your intro call.

It's important to let clients know I'm considered “independent.” That means I'm not required to sell proprietary investment products or a one-size-fits-all approach. I first develop a partnership with my clients and share customized advice before offering solutions. And while I realize that technology solves many money and investment challenges, it can also dehumanize the financial planning process. Answers aren’t always black and white, and emotions can make it more difficult to achieve financial success.

No, there is no cost for the intro call or meeting. I first want to discuss your goals and aspirations to determine if we're the best fit for each other.

No, the firm does not hold custody over client assets. We partner with AssetMark Trust as the custodian. They provide secure, reliable and flexible supervision of your investment assets.