Fee-Only Financial Planner in Scottsdale, AZ
You have more money than ever.
Why doesn't it feel that way?
Planning for individuals and families building meaningful wealth.
Fee-Only · Fiduciary · Serving Clients Nationwide
Yes
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Do you already work with a financial advisor?
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I’VE HELPED EMPLOYEES AT OVER 30 COMPANIES NAVIGATING EQUITY COMPENSATION AND BENEFITS: 
Situations I Help With.
Which one sounds like you?
Equity Compensation
"I've been doing well. I'm just not sure if I'm handling the equity side of things right."
- RSUs vesting with no coordinated tax strategy
- ESPP running in the background, under optimized
- Accounts in multiple places, nothing connected
- Good decisions individually but not coordinated
Growing Families
"We keep saying we'll get the financial stuff sorted after the baby. The baby is two."
- No will and insurance that hasn't been updated
- 529 they've been meaning to open for a year
- Income is high and the plan hasn't caught up
- Urgency is real but the system to act on it isn't yet
Inheritance
"I inherited more than I ever managed and I don't trust the advisor that came with it."
- The relationship came with the money
- Something feels off but it's hard to name
- Paying a fee, not sure what for
- Wants a second opinion without starting a conflict
Protecting Your Spouse
"I handle all of it. If something happened to me, she wouldn't know where to start.
- One spouse runs the finances
- The other has never met the advisor
- Accounts, passwords, and plans all live in one head
Multiple Advisors
"I have three advisors and none of them have ever spoken to each other."
- A broker, a CPA, and an attorney, working alone
- The same investments held in several accounts
- No one accountable for the whole picture
Multigenerational Families
"We've done well. I want to be sure it reaches our kids and grandkids the right way."
- Estate docs signed years ago and never revisited
- Kids don't know what exists or who to call
- Still undecided on giving now or leaving it later
Fee-Only Financial Planner based in Scottsdale, Arizona
I built the firm I couldn't find for the people who needed it.
I spent over a decade at Northern Trust and a Beverly Hills family office. I saw how coordination worked for the wealthiest families.
My wife works in tech, we have three kids, and between dual incomes and equity vesting, I know that important financial decisions don't wait for a slow year. I built this firm for people in exactly that position, because I'm in it too.
I didn't trust how the old model treated new wealth. The service ultra-high-net-worth clients receive isn't the service everyone else gets.
I'm in your corner. I'm not selling you products. That’s how this firm is built.
Most advisors meet you once or twice a year and don't know your name until the meeting starts. I keep my client list small enough to actually know what's going on in your life.
An off-the-shelf CFP® professional or a professional that also has a decade of deep experience with successful individuals and families. You choose what matters.
Fee-Only Fiduciary | Scottsdale, AZ | Serving Clients Nationwide"The hardest calls I take are the ones that come twenty years too late. People who did everything right except connect everything when it mattered most.”
— Anthony Syracuse, CFP®
It doesn’t feel right. Here’s why:
Your old path doesn't serve you:
No coordination, only portfolio management or DIY
An advisor who isn't aligned with you
Waiting to plan
Believing you just need to earn more
Your new path is Dynamic Financial Planning:
One person seeing your whole financial picture
Fee-only
Planning earlier with time for decisions to compound
Thoughtful structure in place that leads to meaningful wealth
The right financial decisions aren't about doing more. They're about doing it right.
How it starts: Two complimentary calls. No pitch, no pressure.
Step 1
Intro Call to Understand the Full Picture
Before anything is recommended, everything is reviewed together. Income, equity, taxes, insurance, cash flow, goals, not in silos. Most people are surprised by what surfaces when someone looks at it all at once.
Step 2
Review Your Financial Snapshot & Your Planning Roadmap
A 12-month roadmap that sequences decisions in the right order. Not a document that sits in a drawer. A structure built to be implemented.
Step 3, The Plan
The roadmap tells you what to do. This is how it gets done.
I call this your Wealth Building Architecture™. Year One is the tax strategy, equity decisions, insurance review, estate basics, and cash flow structure from your roadmap, built and sequenced, with someone holding you accountable so it doesn't sit in a drawer.
What continues after Year One: the partnership adapts as your life changes, new job, liquidity event, another child. Investment management is available if you want it, optional, never required. The planning is the relationship. The investing is the extra.
Starting at $7,500
for Year One
No assets required. No percentage of your assets. You know exactly what you're paying and why.
IF NOTHING CHANGES
✗ Decisions made alone, one at a time
✗ Reactive when the market moves
✗ Hoping it works out, without a way to check
✗ Value quietly left on the table every year
✗ Still meaning to get to it, two years from now
Two versions of you, five years from now.
IF YOU BUILD THE RIGHT STRUCTURE
✓ One coordinated plan, one person who sees it all
✓ Prepared, not reactive, whichever way markets move
✓ Positioned to be opportunistic, on purpose
✓ Accountable implementation, not a plan in a drawer
✓ Time working for you while small decisions compound
We can't control every part of life or the markets. We can control the decision to start planning.
Frequently Asked Questions
Who do you typically work with?
Dynamic Financial Planning works with people building meaningful wealth through equity compensation, a business sale, or inheritance. That includes tech professionals, growing families, multigenerational families, couples planning for a surviving spouse, and people with multiple advisors. Many are in their 30s and 40s, and others are closer to retirement.
Who is not a good fit?
I'm usually not the right fit if you're paying down consumer debt, or if your household income is under $250,000 and you haven't yet built significant assets. I also don't sell insurance, prepare tax returns, or handle your business finances.
Are you a fiduciary?
Yes. I'm a CFP® and a fee-only fiduciary, which means I'm legally required to act in your best interest at all times. I'm a member of NAPFA and the XY Planning Network, and I don't earn commissions on anything.
How is this different from a traditional advisor?
Many advisors focus on investment management. I coordinate investments, taxes, equity compensation, cash flow, and major decisions so they work as one plan.
How much does a fee-only financial planner cost?
Dynamic Financial Planning is fee-only, so I'm paid directly by clients, with no commissions or product sales. Planning is a one-year flat fee engagement starting at $7,500. Clients who also want investment management pay a planning fee plus a tiered fee on the assets I manage, starting at 0.90%.
Do I need a certain amount of assets to work with you?
No. There's no asset minimum. What matters is having enough complexity that coordinated advice pays for itself.
Do I have to move my investments to work with you?
No. I can plan around accounts that stay exactly where they are. Having me manage part of your portfolio is your choice, not a condition.
Can I get a second opinion if I already have a financial advisor?
Yes. Many clients keep their investment advisor and hire me to coordinate the full picture or give a fee-only second opinion.
I already have a CPA. Do I still need a financial planner?
Yes. Your CPA mostly looks backward at what already happened. Planning helps you make better decisions before the tax consequences show up.
Can you work with my spouse and my adult children too?
Yes. I work with both spouses so each one knows the plan, and I can be a resource for adult children when you choose. Each household's information stays confidential.
Why not just use a robo-advisor, an AI tool, or do it myself?
They can manage a portfolio well. They don't coordinate your taxes, equity compensation, insurance, and estate plan around your actual life, and no software picks up the phone and calls your CPA.
What does getting started look like?
A brief introductory conversation to see whether there's a fit. From there, we clarify priorities, outline a roadmap, and implement changes in a deliberate sequence.
Do you work with clients outside Arizona?
Yes. Dynamic Financial Planning is based in Scottsdale, Arizona, and I work with clients nationwide through a fully virtual process.
FEATURED BY THE FOLLOWING PROFESSIONAL ORGANIZATIONS:
NEXT STEPS
You have more money than ever. Let's finally make it feel that way.
No pitch. No pressure. Just clarity on whether this makes sense.