My practice is built to assist successful professionals and business owners on the path to High Net Worth and Ultra High Net Worth status. A financial plan is a map for getting there and more importantly, staying there.
My financial planning model is completely customizable to the client’s needs and desires but always begins with understanding their goals in life. Some clients choose to begin with a comprehensive engagement that examines all aspects of their financial situation. Others start by ensuring they are on track to meet their goals and fill in the details over time. Regardless, you will never be charged a subscription fee or be pushed into some advisor’s preferred model. You will only be charged for the time I spend working on your behalf.
Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from professional experience and managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.
