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Fee-Only Financial Planning,  Investment Management, and Tax Professional Services

For Successful Business Leaders Pursuing their Personal Best 

You have found great success in your career. 

Let us work together to ensure you are successful in your pursuit of financial independence


Fee-Only Financial Planning

  • Personal Finance Education
  • Education Savings
  • Insurance & Risk Management
  • Investment Planning
  • Tax Strategies
  • Retirement Savings
  • Estate Planning
  • Employee Benefits Selection
  • Other Planning

Investment Management

  • Determining how much risk/return you need and want
  • Aligning your personal risk preferences with your portfolio risk
  • Portfolio construction
  • Determining an appropriate asset allocation strategy
  • Ensuring portfolio diversification
  • Periodic re-balancing to keep you on track
  • Planning for investment taxes
  • Bond, Stock, ETF selection

Tax Preparation and Planning

  • Client Representation before the IRS 
  • Federal Tax Filing
  • State Tax Filings
  • Tax Filing Extensions
  • Tax Filing Amendments
  • Tax Forecasting and Planning
  • What is an Enrolled Agent?

Fee-Only Financial Planning for Successful Business Leaders


Discover your Start and Finish Lines

What stage of your financial life are you currently?  What are you planning for?  Early Retirement? Starting a Family?  Purchasing your first home?  Bucket List Vacation?

 Develop a Plan

Based on our what we discover, we will provide a personalized Financial Endurance Plan with actionable recommendations along with the resources and technological tools you’ll need to reach your Financial Finish Lines.

Disciplined Execution

Though periodic milestone check-in’s, we’ll work with you to ensure you are on pace and on-track to reach your Financial Finish Lines.  You’ll also have unlimited access to a Certified Financial Planner™ professional to answer any questions you may have.


Our Financial Endurance Plans cover the following topics…


Fundamentals of Financial Planning

  • In-Depth Quantitative and Qualitative Discovery Process
  • Personal Finance Education
  • Time Value of Money
  • Behavioral Finance
  • Personal Financial Statement Review
  • Budgeting and Spending Plans
  • Liquidity & Emergency Fund Review
  • Debt Management

Investment Planning & Analysis

  • Basic Education of Economics, Markets, and Investments
  • Review of current investment accounts
  • Risk Tolerance Assessment (Needs vs. Wants)
  • Determining asset allocation and portfolio diversification needs
  • Investment Policy Statement
  • Basics of Modern Portfolio Theory
  • Portfolio Construction
  • Asset Allocation
  • Sector and Style Analysis
  • Tax Allocation (Taxable, Tax-Deferred, Tax-Free) Analysis
  • Concentrated Position Analysis

Retirement Planning & Analysis

  • Retirement Account Basics (Qualified, Non-Qualified, and Tax Advantaged)
  • Qualified Plan Contribution rules
  • Distribution rules and taxation
  • Sources of Retirement Income
  • Retirement Needs Analysis
  • Retirement Income Planning
  • Social Security Optimization
  • Medicare Enrollment Considerations
  • Retirement Plan Stress Test
  • Plan selection for businesses
  • Business Succession Planning


Income Tax Planning

  • Retirement Account Distribution Tax Optimization Analysis
  • IRA (Traditional to Roth) Conversion Analysis
  • Estimated Effective Tax Rate
  • Projected Details of Taxes
  • Tax rules when selling an Investment Asset
  • Sale of a Personal Residence (Primary/Secondary)
  •  Business Entity Selection and taxes

Education and Education Funding

  • Current costs and needs analysis
  • Financial Aid Process Basics
  • College Savings Plans
  • Education Financing
  • IRA Distribution rules
  • Tax implications

Insurance

  • Personal Risk Exposure Anailsys
  • Life Insurance needs Analysis
  • Disability
  • Long-Term Care
  • Property and Casualty
  • Insurance Analysis for Business Owners

Estate Planning

  • Personal Goals and Objectives Analysis
  • Estate Planning Documents
  • Gift and Estate Tax
  • Estate Flow Chart
  • Analysis of common trust types (CST, CRT, ILIT)
  • Probate Process
  • Reasons to use a LIving Trust
  • Charitable Gifts during Lifetime
  • Considerations of Property Titling
  • Strategies for property transfers

Miscellaneous Planning

  • Financial Planning for Marriage
  • Financial Planning for a Growing Family
  • Financial Planning for Divorce
  • Buy vs. Lease Car Analysis
  • Buy vs. Rent Home Analysis
  • Paying off your Home Mortgage
  • Buying/Selling a Rental Property
  • Purchasing/Selling a business
  • Financial implications of a career change

Financial Endurance Plans starting at $80 per month

Start Planning Today

Investment Management for Successful Business Leaders


Discover your Start and Finish Lines

What are your investment preferences and style? What would you like to change? What type of communication and relationship are you seeking from a financial professional? Looking to collaborate or delegate? Are you looking to reduce investment fees? Seeking less risk, more risk, or not sure? We can help.  Looking to invest in companies which align with your values? Seeking income or capital appreciation?

Develop a Plan

Based on our what we discover, we will provide a personalized portfolio which fits you, your investment style, and long-term objectives.

Disciplined Execution

We will monitor your investments and communicate periodically to update your portfolio as you go through life changes and life stages. Ensuring your investments still fit your needs and long-term objectives.

My investment philosophy is simple but sophisticated. 

It utilizes research-based investment and portfolio theories, but more importantly it leverages key aspects of a portfolio which you can control---like diversification, asset allocation, re-balancing, cost effective security selection, and upside/downside capture mathematics. Your portfolio needs to fit you. You have a unique investment personality and behaviors. I help clarify and quantify them, so we can align you with your portfolio. Empowering you to take the emotions out of investing. Giving you back the time and energy you need to focus on what really matters

No portfolio minimums.  

Fees starting at 

1% of AUM

Start Investing

Tax Preparation & Filing for Successful Business Leaders

Discover your Tax Prep Needs/Wants

Looking for a more proactive approach to you tax management?  Would you like to work with a tax professional who knows you and your personal situation?  Looking for a more comprehensive and integrated approach for your personal finances?

 Develop a Plan

Fill out our simple online questionnaire and send us your end of year tax documents (W2’s, 1099’s, and K1’s) and 3 prior year tax returns via our secure online portal.  

Disciplined Execution

We’ll prepare a draft of all of the relevant tax forms for Federal and State, calculate your refund, and send you a draft for you review and e-signature.  Your refund or payment can be made via secure online method or by mail.

Pricing Start at $200 per return

Prices may vary depending on complexity and number of forms. 


File My Taxes

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