Every year, I set aside time for families who need real planning, regardless of where they are financially.
Some of the most important financial decisions happen when resources are tight. That's exactly when good advice matters most.
Families 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 families in this program come through referrals from nonprofit organizations I work with. If your nonprofit knows a family that could use this kind of support, I welcome the introduction.
The same process. The same access. Regardless of account size.
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 work with two families through a full planning engagement that runs for 12 months. It includes everything my other 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 families 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.
REQUEST A CONVERSATION
Tell me about your situation.
I review every request personally. If this program is the right fit, I'll reach out to set up an introductory conversation.