Flat-Fee Advice and Investment Management for Mid-Career Professionals
Built for People Navigating the Tradeoffs
Between Work, Family, and Finances
We help mid-career professionals with the financial decisions that ensure
the next chapter looks the way you want it to. Here’s what people like you come to us for:
Minimizing your taxes
You’re making six figures but feel like taxes are taking more and more of your pay. Or maybe your portfolio has done well and you’re sitting on significant capital gains. You’re wondering whether you’re missing out on tax strategies that other people are taking advantage of.
Balancing all your competing priorities
This is the time of life where everything is competing for your money and attention. Saving for a dream home, paying for education, building towards retirement. We help you understand the tradeoffs between each so you’re making intentional choices rather than defaulting to the generic path.
An alternative to working a corporate job until 65
Generic financial advice is designed for working a corporate job your whole life and then retiring at 65. That’s not what most of our clients want. They’re looking for financial independence, early retirement, or the flexibility to pursue a meaningful second act decades before traditional retirement.
Navigating the events that define your 30s and 40s
Life changes fast in your 30s and 40s. You’re getting married and having kids. You’re buying a home. Your parents are getting older and you’re starting to receive inheritances. We have structured playbooks to ensure you check all the boxes across these events.
Optimizing your equity compensation
Many of our clients have RSUs, options, and other forms of complicated compensation. We help you understand your plan and create strategies for you to realize the optimal value of your compensation plans.
Advice that doesn’t cost 1% of everything you own
Most advisors charge you 1% of your net worth. We charge fair, transparent, flat fees for our services. You pay for exactly what you need and keep more of your future net worth.
Choose How You Want to Work With Us. Flat Fees. No AUM.
A wealth manager shouldn’t cost 1% of everything you own.
Most financial advisor fees are calculated as a percentage of your assets. The more wealth you’ve built, the more you pay, regardless of how much work is involved.
We charge transparent, flat fees based on the services you actually need. You always know exactly what you’re paying and why.
PICK A SERVICE MODEL THAT MEETS YOUR NEEDS:
A One-Time Financial Tuneup:
A structured review of your complete financial picture. 27 specific areas. Three collaborative sessions. Concrete deliverables. No ongoing commitment required.
> A flat $999Advice When You Need It:
Practical guidance on specific decisions as they arise. Book a session when something important comes up. No retainer required.
> Starting at $499/sessionSomeone to Manage It All For You:
A comprehensive ongoing advisory relationship. A dedicated advisor that provides financial planning, investment management, and support for every significant decision.
> Starting at $599/mo
A Thought Partner
for All Your Major Decisions
Founder & Lead Advisor
My Story
We don’t believe in generic “right” answers. Or one-size fits all portfolios. We help you make sure the important choices you face fit the way you want your life to turn out. Then we align your financial strategies and investments to make that a reality.
WHAT WE DO:
Decision
Modeling
We help you make important decisions by quantifying the financial and emotional tradeoffs of different options you’re evaluating.
Structured
Playbooks
Structured, actionable strategies built to support the financial decisions you’ve made. Our playbooks ensure all gaps are filled and that we’re leaving nothing on the table.
Investment
Management
We align portfolios to your specific goals, helping you balance near-term needs like saving for a vacation home or paying school tuition with long-term objectives like retirement.
Learn More About Navigating the
Tradeoffs of Your 30s and 40s
Check out real-life financial decisions and strategies our clients navigate. Our content is a mix of case studies, practical strategies, and personal stories.
Newsletter
Twice-monthly emails on the financial and emotional tradeoffs that come with mid-career success. No paywalls.
> Check it out
LinkedIn
Follow me for weekly posts on the decisions, tradeoffs, and strategies that matter at this stage.
> See recent posts
Or browse our Library of letters, case studies, and planning strategies.
Ready to
Start a Conversation?
Let’s chat for 30 minutes and see whether we can help with what you’re looking for (it’s complimentary):
I want to schedule a time that works for me:
Book at 30-minute call
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Email us at: [email protected]
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