My Services

Make Informed Decisions to Pursue your Financial Dreams

I offer two levels of services: Advice-Only and Wealth Management:

Advice-Only is designed for clients that want to plan, and wish to implement the recommendations on their own.

Wealth Management is designed for clients that would like my guidance on managing their assets along with getting advice. Turnkey asset management and a comprehensive financial plan that adjusts with you as your life changes.

Advice-Only Packages

Financial Check-Up: $500

For those that’d like a second opinion and a professional yet personalized advice tailored to your specific financial situation, goals, and risk tolerance

My check-up is a one-time session which includes my 10-point inspection, designed to thoroughly analyze your current situation, provide recommendations and insights, and ultimately leave you more confident with your financial plan.

Reach out to learn more about my 10-point inspection!

Education-Planning: $750

This package includes my Financial Check-Up and the following:

This will be 2 sessions total: First to gather all information and understand your goals, and next to provide the deliverables and review your plan.

Full Financial Planning: $2500

Let’s develop a plan that meets your needs and helps you pursue your financial objectives.

This package includes my Financial Check-Up, Education-Planning Package AND:

In addition, you will also get your OWN Financial website for a year starting from our engagement date.

This package is good for one year.

Your renewal price is $2000 each year after the first year! This fee is waived should you invest $250k or more with me. More details below.

Wealth Management

Investment Management: 1% of Assets under Management ($100k Minimum)

Ongoing investment management can be a suitable option for those who want to spend less time managing their investments. My team and I proactively manage your portfolio while evaluating and implementing new investment strategies. This includes the following:

My SmartOPT Wealth Management: 1% of Assets under Management ($250k Minimum)

Managing finances can be time-consuming and complex

SmartOPT, otherwise known as Smart-Optimal, is the most efficient way of working together. It is an all-inclusive process which covers everything from Full Financial Planning, Investment Management and Personal Service. This holistic approach is designed to give you confidence by having a Certified Financial Planner manage your finances with your best interest in mind.

I handle all the details and automate the process, giving time back to you so that you can focus on the other areas of your life.

FAQ’s

What is your minimum investment?

For Investment Management only, my minimum is $100k or 100% of your investable assets, whichever is less.

For my SmartOPT Wealth Management which includes all my services, the minimum investment is $250k.

Ultimately, the “minimum” is more qualitative than quantitative – most importantly, you have to like me, and I have to like you. For that reason, your first consultation is complimentary: we can assess our compatibility and fit then

How much do you charge?

I primarily work from an asset-based fee, starting at 1% of the total account balance that I manage per year. At $1 Million invested, your rate gets reduced to 0.9%, and we go from there.

I offer flat-fee engagements as well, and tailor the pricing to each client’s situation. My fee is holistic – covering the array of services that I offer- and it is transparent.

When using advisory services, you can be confident that I don’t receive hidden fees, third party compensation, or other forms of payment off my relationship with you. What you pay is terminable at any point, and as you are the one compensating me – my focus is delivering value to you.

How do I open an account?

You don’t. I do. Before one becomes a client I go through a process with you – to get to know you, to make recommendations for you, to generate a proposal for you, etc. Start with a conversation with me. I’ll take it from there. And if and when it gets to the point of opening accounts, my team and I will do the heavy lifting.

How can I view my account online?

You will have convenient online access found on this website.

What is your investment philosophy?

My philosophy prioritizes growing wealth while managing risk. I seek to provide my client’s returns that align with their specific risk tolerance and personal goals while managing downside risks. Risk and rewards have a strong correlation with each other, so I seek to optimize returns without taking outsized risks to work towards those returns.

How often do you make changes in my portfolio?

You can expect to see trades in your account on a quarterly basis as your portfolio is rebalanced. There are instances where trading may be more active such as during account transfer, new cash that needs to be invested, or a change to your overall strategy. If you see 0 trades in your account during a quarter, it means that I’ve determined no further action was required. You can rest assured that I am monitoring your account at all times.

Get In Touch

Ready to take the next step? Book your call with me today!