Financial Expert for Successful Professionals
You're a high achieving professional, consultant or entrepreneur. Your time is valuable and in short supply. You want an expert in your corner to help you avoid financial landmines and get where you want to go.
I am your personal financial advocate, specializing in the financial, family and behavioral issues you're likely to face throughout your life.
Benefits to You
Fee only - No surprises, hidden fees or conflict of interest.
Expert - 20+ years of experience, CFA, CFP, EA and a relentless drive to learn more.
Available - You have access to me when you need it - Not 24x7 but pretty close.
Discrete - We'll know a lot about you, more than some of your closest friends. We respect that trust with absolute privacy.
Concise - Regardless of the detail behind recommendations, I can give you the executive summary or the unabridged history.
Disciplined - We've developed and refined processes to keep you on track. When the unexpected happens, we keep emotion out.
Thorough - Your discovery process is ongoing. The better we understand you, the more valuable our advice becomes.
Steadfast - There may be times when you want to do something counter to your best interest. We'll be your guardrail.
Caring - I built this firm to honor my Mother and take a personal interest in every member of the FWI Family. This may sound squishy, but it's genuine. This is my life's purpose.
Initial Planning Fee: $2,000+
Monthly Retainer Fee: $200+
Your fee depends on the the complexity of your particular situation. I'll determine your fee during our initial meeting.