The Financial Industry Needs a Serious Overhaul of These Outdated Practices!

Did you know?

  • The majority of “financial advisors” aren’t required
    to be fiduciaries (meaning legally required to put
    your best interests over their own).
  • Out of that small minority of fiduciary advisors,
    most of those require you to move your
    accounts to allow that advisor to manage your
    money, and they often have asset minimums
    before they will even take you on as a client.
  • Even when you find the comprehensive fiduciary advisor who doesn’t charge based on a % of assets, the flat fee is typically $6,000-$10,000 a year.
  • Only about 1% of financial advisors are
    “advice-only” meaning they don’t manage your
    investments, but instead offer education and
    guidance on how to be a DIY investor.
  • Most of those advisors charge based on AUM
    (Assets Under Management) where they take a
    % of your assets as their fee (generally 0.75-
    1.5%) and their main focus is strictly
    investment management, not comprehensive
    planning.

There is a better way for “everyday people” to get the financial guidance they deserve!

  • I feel that the majority of people (especially in
    their 20s, 30s, and 40s) don’t need someone
    managing their investments.
  • I think everyone deserves expert advice,
    regardless of how much your net worth is,
    without all the sales tactics and hidden fees.
  • I believe that the majority of people can
    become successful DIY investors, especially
    with the occasional hourly check in with a
    financial planner.
  • And I think all of this is possible without costing you the higher fees that larger net worth individuals pay for advice.
  • Most benefit more from hourly financial
    advice, when the need arises.

Hi, I’m

Millennials

who are:

Generation X

who are:

My Planning Philosophy

  • What ultimately matters most is that I am helping you achieve whatever goals you have set out, but I think it’s important to eliminate as many potential conflicts of interest as possible

Putting Your Financial Well-Being Above

Everything Else.

Your Best Interests Always Come First

Tech-Enabled Human-Driven

Everyone, not just the wealthy, should have access to
professional advice and the tools that come with it.


RightCapital is one of the top financial planning
software available, and typically only available to
consumers working with an ongoing financial advisor.


Everyone who completes an hourly planning session
gets ongoing access, which will also make future
hourly sessions more productive and efficient.


  • Track your net worth, budget, transactions, asset
    allocations, retirement probability, savings rates,
    financial goals, and much more.

Learn More

Hourly Planning

Financial planning and investment
advice without any of the long term
commitments and ongoing fees.


  • Get your questions answered
  • Advice tailored to your situation
  • No commissions
  • No products
  • No sales pitch
  • No recurring fees
  • Ongoing access to RightCapital

$250/hour

  • Two simple options with no hidden fees or ulterior motives

Pricing

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Full Financial Plan

Going far beyond the one-off hourly
sessions to tackle all of your financial
needs.


  • 8 week engagement
  • 4 hourly Zoom meetings
  • Review of goals, budget, portfolio,
    retirement plan, etc.
  • Full 20+ page financial plan
  • 1-2 page financial plan summary
  • Unlimited email correspondence
  • Ongoing access to RightCapital

Starting at $3,000