Every year, I set aside room for people who need real planning, whatever their circumstances.
Some of the most important financial decisions happen when resources are tight. That's exactly when good advice matters most.
People navigating a transition who don't have someone in their corner.
You're facing a real financial decision and you need a plan, not a product pitch. Many of the people in this program come through referrals from nonprofit organizations I work with. If your nonprofit knows someone who could use this kind of support, I welcome the introduction.
A full year of planning, at no charge.
A pension choice with no room for error. A spouse who passed and left behind accounts no one explained. A first inheritance with no roadmap. These decisions don't wait for your portfolio to hit a threshold.
Each year I reserve space in my practice for a few of these engagements, at no charge. A full planning relationship that runs 12 months, including the same planning work my fee-paying clients receive: a complete financial assessment, a written plan, quarterly check-ins, and availability when something comes up.
This isn't a scaled-down version of what I do. It's the same work, for people who wouldn't otherwise have access to it.
What's included
- ✓Full financial assessment
- ✓A written plan with clear priorities and sequence
- ✓Quarterly check-ins over 12 months
- ✓Access to the team's expertise (tax strategy, estate basics, benefit optimization)
- ✓Availability when something comes up
What this isn't
- •Ongoing investment account management
- •Executing trades or managing portfolios
- •Tax preparation or legal documents
- •Continuation beyond 12 months
You leave with a plan you can follow independently.
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