About
With over 15 years of financial expertise, I’ve supported 500+ families across various sectors, including equity compensation, entrepreneurship, federal employment, and real estate. My approach focuses on tax optimization, offering services on a flat fee basis to align purely with client interests. Committed to fiduciary standards, I prioritize transparent and effective financial guidance.
Understanding that taxes represent one of the most significant expenses in a person’s lifetime, my focus is on strategically reducing this burden for you. Unlike the traditional model that often benefits advisors through a percentage-based fee on assets managed, I believe in a more client-centric approach. This is why I offer my services for a flat monthly or annual fee, ensuring that my advice is always in your best interest, not swayed by the size of your assets.
My passion lies in serving as your fiduciary, committed to offering transparent and effective financial guidance with strategies tailored to your unique situation and goals.
Services
Help with Monarch SetupBudgeting and Cash FlowAsset ManagementTaxesFinancial PlanningDebt ManagementInsurance AdviceEstate PlanningRetirement PlanningStudent Loan Analysis
Fee Structures
Free Consultation CallOngoing (Monthly or Annual)