Work With Me

Thank you for coming to my personal blog. Financial planning is a huge passion of mine, and I love using this site to help educate others in their 20’s, 30’s, and 40’s on relevant topics.

If you have enjoyed reading and would like to see if working with me would be a good fit, head on over to our website to apply to work with us.

Let’s face it, your 20s, 30s, and 40s you face numerous life changing decisions, many of which directly impact your financial well-being.

And that’s why we’re here.

Trying to find the right answers is never as easy as a Google search. The internet’s full of information and it’s hard to determine what’s credible and what actually applies to your life.

We work with high income people in their 20’s-40’s who want a partner in their financial life. They typically are:

  • business owners
  • highly compensated employees with equity compensation
  • own rentals

And they want someone who is there for them whenever they need it.

Our fee structure for ongoing is:

  • $1,000 a month
  • $1,500 a month for more complex situations

Our fee structure for a financial plan only model is:

  • $8,000
  • $12,000 for more complex situations

Go check out more about this at