My motto is to help you keep your life simple and educate, inform you about the financial planning industry. There’s already enough confusion out there so let me help you simplify things. Let’s have a quick chat so we can learn more about each other. One thing I can promise you is that during this free initial call, you will learn and know more about how the financial planning industry works than ever. Our initial free session is simply designed to see whether we are good fit for each other, but most importantly, I will educate you on how the industry works so you can differentiate how to find an ideal financial planner for yourself. 

As a flat-fee fiduciary , I charge my clients either by - 

A. Project based fee on the number of hours committed to the work

B. Flat Comprehensive Plan Rate Fee with no on-going engagement

C. Annual Flat Fee with on-going engagements

Need Financial Clarity and Confidence in making financial decisions? 

Not sure where you are spending your money and need boundaries & accountability? 

Not sure where you are missing the gap in your financial well-being and want to be educated on your finances? 

Too busy to notice your finances and need to make sure you are making the right money & tax planning moves? 

Worried about a “Financial Advisor” selling you insurance products or charge you a fee based on your Investments?

Want to continue to be a DIY investor and work with a planner to identify & mitigate your risks while helping you plan and hold you accountable? 

Want to work with someone who charges you a flat monthly fee, NO commissions, and NO % fees based on your investment portfolio?

I’ll be Your Personalized CFO and help you every step of the way. Your Flat Fee Only Fiduciary!

If you want someone to give you unbiased advice without selling you any products or asking you to manage your investments, I’ll be your guidance.

If you are too busy or have no interest in managing your finances, I’ll be Your Personalized CFO and help you every step of the way.

I specialize in helping HENRYs (High Earners, Not Rich Yet) and people who in the “Retirement Redzone” and are too busy or overwhelmed by the complexities of managing their finances and prefer to work with a professional who can help them make difficult life changing decisions with confidence.

Yes! I work with clients all over the country utilizing an online meeting and video conferencing to help facilitate meetings with out-of-state clients. My home office is in Phoenix, AZ.

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I genuinely think it's never too early to have a Financial Planner by your side. I assist clients at various life stages, my expertise is particularly valuable for those earning at least $150,000 per year in Income or with investments exceeding $250,000.

Here is a list of the financial planning services I offer my clients.

For Cash Flow Monitoring, I utilize Monarch Money & Elements® Financial Monitoring app.

For Financial Planning Overview & Documents Vault, I utilize Right Capital.

For Investment Management Platform, I utilize Charles Schwab as the custodian of your assets.

Absolutely! I'm here to provide investment advice for individuals seeking guidance in navigating intricate financial decisions. Opting for a seasoned and knowledgeable financial professional with a fiduciary responsibility to you is a wise investment decision. To make informed investment selections, I first need to gain a comprehensive understanding of your present financial situation, future objectives, and risk tolerance.

No, I am a flat fee-only financial planner so you are not required to hire me to manage your investments.

Great Question! This link will provide you with a breakdown of my Investment Process & Philosophy

Simply provide me with a written notice 30 days in advance. Your investments will remain with Charles Schwab, and I will no longer have access to your accounts. Your access to the resources I offer will be deactivated.