Helping Equity Compensated Employees Diversify Company Stock, Optimize Taxes, and Plan For Financial Independence

I meet with you monthly for the initial planning process, followed by quarterly check-ins either in person or virtually. Whichever is most convenient for you. You always work and communicate directly with me. I’m always available for unexpected needs that come up in between regularly scheduled meetings.

Not all financial advisors are created equal. Being a fiduciary means I’m held to a higher legal standard and am required to ALWAYS provide advice in your best-interest.  I’m advice focused and never sell commission based financial products.

*Source: www.cfp.net, www.cerulli.com

I invest in the latest financial planning tools and technology. I’ll show you how to maximize your money by projecting, tracking, and making adjustments to refine your financial plan.

The goal is to make your financial goals a financial reality.

One flat quarterly fee includes the management of all your investment accounts + ongoing financial and tax planning. The value doesn’t stop once I create your financial plan. I help you implement my recommendations and make adjustments as life happens.

My firm is a commission-free (a.k.a. fee-only) financial planning and wealth management firm. The fee is dependent on your needs and complexity. It is not tied to the value of your investment portfolio.

Some financial advisors are compensated on commissions from the financial products they sell which may be hidden or create conflicts of interest.

One flat transparent fee includes the management of all your investment accounts + ongoing financial and tax planning. My goal is to put you in a position to succeed based on your financial resources and long term goals.

My ultimate goal is to make work optional for you by getting you in a position to be able to live off of your investment portfolio.

Scheduling your first phone call and and applying to start my free assessment will help you make an informed decision about hiring me.

I do my best work with people who are looking for an ongoing relationship. At this point in time, my firm is not built for one off engagements.

Absolutely! While many of my clients are located in the Greater Boston area, I work primarily virtually anyways.

I utilize the latest in financial planning technology and video conferencing for hosting ongoing client meetings. Meeting virtually is a great way to make the most of our time together.

There are three really important things about my firm that separates me from others:

1. I specialize in working with equity compensated professionals in their thirties and forties on a flat fee basis.

2. I limit the number of new clients I take on so that I can focus on delivering massive value and a personalized experience to the clients I’ve committed working with.

3. I invest in the latest in financial planning technology to make tracking the progress of your financial journey seamless.

Great question! But first, let me explain why you shouldn’t hire me.

If you’re looking for an advisor who will try to “beat the market” and pick “the best” stocks, you’re in the wrong place. Why? Because I focus on the things that are in our control. Predicting where the stock market is headed, especially in the short term, is not something we can control.

However, if you’re interested in things like investing smartly to solidify your financial future, lowering your tax bill, and maintaining a spending plan, you’re in the right place.