How It Works.
I offer three clearly defined ways to work together. Each plan has a specific purpose, scope, and fee, all disclosed in advance. Most clients begin with the 90-Day Financial Sprint, then decide whether ongoing support makes sense for them.
Year-Round Advisory
Ongoing guidance as circumstances change.
90-Day Financial Sprint
A focused planning and implementation engagement.
Focused Review
Targeted advice for a specific decision.
90-Day Financial Sprint
A focused planning and implementation engagement.
The 90-Day Financial Sprint is a defined period of concentrated work designed to bring order and direction to your financial life — and to move important decisions forward.
I begin by reviewing your income, savings, investments, taxes, benefits, and current obligations. From there, we focus on the decisions that tend to create the most uncertainty: where timing, trade-offs, or complexity make it difficult to act with confidence.
The goal is not just to produce a list of recommendations. I develop a clear strategy, explain the reasoning behind it, and help sequence what should happen first, what can wait, and what depends on what.
After the core Sprint, you receive up to nine months of included follow-up support — the Stabilization Period — for reasonable questions, minor refinements, and implementation-related issues that arise from the plan. This gives you time to put the recommendations into motion without feeling like the engagement ends the moment the initial work is complete.
The Sprint is useful for people who are new to financial planning, those feeling overwhelmed by complexity, and those who want a focused, transparent alternative to a traditional year-round advisory relationship.
The Sprint has a clear beginning and end. It does not include continuous investment monitoring or ongoing advisory service unless you separately choose Year-Round Advisory.t a more focused, transparent alternative to traditional asset-based advisory relationships.
Year-Round Advisory
Ongoing guidance as circumstances change.
Year-Round Advisory is an ongoing relationship available after completing the 90-Day Financial Sprint.
Once an initial plan is in place, new decisions inevitably arise. In this phase, I help evaluate those decisions in context, without revisiting everything from scratch. Because the groundwork has already been done, the focus stays on judgment and follow-through rather than re-orientation.
Over time, this work includes periodic check-ins, monitoring and adjustment of strategy, and guidance on new questions related to investments, taxes, compensation, or life events. The emphasis is not constant activity, but staying aligned as choices accumulate.
This plan is useful for clients who have completed the Sprint and want continuity—someone who already knows their situation and can stay engaged as life evolves.
Focused Review
Targeted advice for a specific decision.
A Focused Review is a limited engagement designed to address a clearly defined financial question. The process begins with a brief, no-obligation conversation to clarify the issue and confirm that a focused review is the right approach.
I begin by clarifying the scope of the issue and identifying the information that matters. I then review the relevant details, evaluate the available options, and make the trade-offs explicit. The work is oriented toward reaching a clear conclusion, not producing a broad plan.
Because the scope is narrow, the engagement remains efficient while still benefiting from careful analysis and context. The result is practical guidance focused on the decision at hand.
This plan is useful for people who need one-off advice, as well as past clients who return with a new question after completing the Sprint but without ongoing advisory support.