You don't need a fortune
to deserve a plan.
Candid, ongoing financial planning for established families and professionals still in the climb. Fee-based, jargon-free, and never dependent on buying anything.
You're earning well. So why
does money still feel noisy?
An old 401(k). A raise. An equity grant. A growing family. It's a lot to hold in your head, especially when doing the wrong thing feels worse than doing nothing.
"Am I doing this right?"
You're saving and working hard. You want someone to look at the whole picture and help you understand what's working and what to change.
"Can we make this next chapter work?"
A new job, a first child, or a partner weighing time off. We work through the scenarios and the trade-offs together.
"Will this actually feel different?"
If you've tried an advisor before, you may be looking for a more candid, ongoing relationship. Let's talk about what you need this time.
Advice first.
No purchase required.
Most of this industry runs on two moves: gather your assets, or sell you a product. My practice runs on a third: an ongoing, fee-based advice relationship. Your seat at this table never depends on buying anything.
- Transparent annual planning fee, published up front. No surprises, no games
- No asset minimum to start a conversation
- Everything translated into plain language. Easily digestible, always
- Candid fit-checks: I'll tell you to meet other advisors before you decide
- A bench of Coastal Wealth specialists behind every plan
Established families & professionals,
still in the climb.
Couples, young families, and single professionals between 30 and 50, earning good money across job two or three, with real decisions arriving fast: kids, rollovers, equity comp, a career move on the table. People in the same chapters I'm living myself.
Listener first.
Planner second.
In the industry since 2018, and the part I enjoy most hasn't changed: learning people's stories. Understanding you, your goals, your worries, and what you're building toward, is what makes a successful plan possible.
Before this, I played Division I basketball; these days I still play and coach. A sports background taught me what planning demands: perseverance, delayed gratification, coachability, and quieting the noise to focus.
The fee.
In the open.
Three levels of ongoing planning. A clear annual fee. You can engage for planning, for investment management, or both. We'll confirm the right fit together on the intro call.
- Your full financial plan, built and maintained
- Two to three structured planning meetings a year
- Email-anytime access. Get it off your mind at 8pm
- Pressing matter? Reach out and we'll address it as it happens
- Everything in Coastal Essential
- Quarterly check-ins + unlimited event-driven meetings
- Coordination with your CPA and attorney
- Coastal Wealth specialists brought in as needed
- Everything in Coastal Strategic
- Business-owner, multi-entity & complex comp planning
- Advanced scenario modeling for liquidity events and multi-goal tradeoffs
- Priority scheduling, family-office-style coordination
Planning only
The full advice relationship, any tier above.
Planning + investment management
Your plan and your portfolio, coordinated under one roof.
Investment management only
Professional portfolio management, no planning engagement required.
If full financial planning isn't your focus,
but building wealth is.
I'm equipped to work with you solely on investment management strategies. Available alongside or instead of planning, for portfolios of $100,000 and up, professionally managed, with the same responsiveness and candor as everything else here.
| $0 – $1M | 1.00% |
| $1M – $3M | 0.90% |
| $3M – $5M | 0.80% |
| $5M+ | 0.75% |
Planning fees and the advisory fee schedule shown are representative. Advisory fees are annual, based on assets under management, and detailed in your account agreement.
Financial planning services are offered only through approved Financial Planners of MML Investors Services, LLC.
Simple on purpose.
Intro Call
Thirty candid minutes. You'll know what working together looks like and what it costs, and I'll be the first to say if it's not a fit. I'll even suggest meeting other advisors before you decide.
Get Organized
We gather the full picture (accounts, benefits, goals, worries) and make it digestible. No interrogation, no judgment about where things stand today.
The Plan, In Motion
Scenarios run, decisions made, action items assigned. Then I keep you accountable to your own list, with resends, nudges, and check-ins included.
Life Happens, We Adjust
New job, new kid, new question at 8pm on a Tuesday. The plan flexes because the relationship is ongoing. That's the whole point of the flat fee.
"You'll hear from me. You'll probably over-hear from me."
Reach out on a Saturday and you won't wait until Wednesday. Say you'll handle something by Friday, and I'll be the friendly nudge making sure it happens. Responsiveness isn't a feature of the service. It is the service.
Let's find out
if this is a fit.
No pressure, no pitch, no homework required. Just thirty minutes to talk about where you are, where you're headed, and whether I'm the right person to help you get there.