As a busy professional, you might not have the time, knowledge or desire to create the comprehensive financial plan that you need. Your financial plan must be uniquely yours, and it must serve you and your long term goals. I work to help you and your family map out a course that prioritizes your financial wellness.
And because I don’t sell any products, I don’t have any conflicts of interest influencing the way your plan unfolds. I only represent you – and your interests – when giving you advice. Let’s get started planning Your Richest Life today.
Who We Serve
Busy professionals under age 55 who are juggling multiple priorities
Looking for a long-term advisor relationship
High-income earners making $200,000 or more per year
Committed to improving financial life and collaborating with an advisor they trust
Appreciates the ability to work virtually with a financial advisor
Before we decide to work together, let’s chat about what your financial circumstances and goals are. I’ll give you my honest feedback about where you are with regard to your goals and if I think I can help you achieve them. You’ll have the chance to get to know me and decide if I’m the right partner to help you live Your Richest Life. You can schedule your FREE consultation now.
If we do decide to work together, we’ll breakdown your financial planning into two parts – the comprehensive financial plan and the ongoing coaching and monitoring.
In order to make the process attainable for as many people as possible, I’ve spread the payments out over time. If you decide to work with me, you pay an upfront fee ranging from $2,000-3,000. After that upfront fee, you will pay a monthly fee of $200-500 per month.
What kind of clients do you usually work with?
Many of my clients are physicians, or other medical professionals, seeking financial planning that addresses their unique lifestyle and financial situation. An equal number of my clients are established professionals in the law, business, and IT fields looking to conquer their financial plan. Regardless of industry, my clients are looking to live their richest life – whatever that looks like for them.
I don’t have a lot of money, so why do I need a financial plan?
It’s unfortunate that financial advisors have traditionally required their clients to have a high net worth. In my experience, it’s the folks who don’t have a lot of money who can benefit from careful planning toward achieving goals and protecting against catastrophe. This is why I don’t require a minimum net worth for the clients I work with. I believe that everyone should have access to the sound financial advice of a financial planner.
Can I work with you if I already have a financial advisor?
Of course. Perhaps you’ve used the services of another financial advisor to purchase insurance or invest in a mutual fund. But you still have questions about how to best meet your financial goals. How do you optimize your employer’s benefits? Are you secure enough financially to start that business? These types of questions aren’t always addressed in every financial setting. Our services are designed to compliment the help you may have already received so that you have a complete financial plan with no gaps.
Do you make money from selling investment or other types of products?
Not at all. I am a fee-only financial planner. This means that the only payment I receive is from you – I make no money from the sale of any financial products. This model ensures that the only interests I am looking out for are yours.
Can I work with you if I don’t live in Texas?
Of course. The miracle of technology removes the limitations of location. We can work on your goals from any where at any time.
Can I cancel?
Absolutely. You’ll see the greatest results after working together for at least 12 months, but you there is never any obligation to continue working with me. A thirty day notice is required to cancel, and your final month’s fee will be prorated so that you only pay for the service you have access to.
This sounds really good; is it too good to be true?
Here’s the thing. Creating a financial plan that works for members of Gen X and Gen Y is what drives me forward each and every day. I spend my time refining the process so that you get the absolute best service for incredibly reasonable fees.
I am able to provide the best service by partnering with you to achieve your goals. Since we talk every few months, I understand where you are with respect to what you hope to achieve. Our close relationship allows me to focus on how we can fine tune your plan to get there faster.
I keep my fees low by taking advantage of technology and minimizing overhead such as an office suite in a financial center that previous generations would have considered mandatory. Since we have tools like email and Skype available to us, we aren’t limited by constraints like location to get things done. We can work quickly and efficiently, and that saves money.
Can’t I just do this myself?
If you can confidently decide on the right approach to paying off debt, choosing retirement accounts, maximizing your employee benefits, saving for your kids to go to college, and all the other decisions that play a part of your financial plan, then yes you certainly can. However, a professional brings years of experience and a big-picture approach to those choices. There’s a certain peace of mind that comes with having a wing man when you are building your wealth.
If you are ready to start down the path to your richest life, why not go ahead and schedule your FREE consultation now. The sooner you start, the sooner you’ll get there!
Not ready to schedule a consultation just yet?
Check out the Blog, which includes financial planning articles to help you live Your Richest Life, or you can enroll in the free Your Richest Life 5 day email course to start taking control of your finances.