SERVICES & PRICINGTransparent planning.
No surprises.
Fee-only means you know exactly what you're paying, and exactly whose interests are being served. Yours.
No Commitment. No Pressure. Just Clarity. No commissions. No product sales.
PRICING PHILOSOPHY
You're paying for strategy, coordination, and better decisions over time. Not transactions.
Strategy
Coordination
Better decisions over time
THE GUARANTEEIf you don't feel this is valuable within the first 60 days, you get a full refund.
No questions asked. We're confident in the value we deliver — and we want you to be too before you commit.
The Wealth Building Architecture™
THE SOLUTION
A systematic approach to building wealth that addresses every layer of your financial life — from daily cash flow to multi-generational planning.
01Foundation
Insurance and Protection Planning
Tax-efficient cash flow
Emergency reserves
Protection planning
Risk management
02Growth
Equity Compensation Planning (RSUs, ESPPs)
Portfolio construction
RSUs/ stock plans
Tax optimization
Risk management
03Direction
Tax Planning & Investment Coordination
Career decisions
Real estate planning
Education funding
Goal funding
04Legacy
Estate Planning Coordination
Estate strategy
Trust planning
Philanthropic planning
Wealth transfer
Built for your specific situation. Every family is different. It's your custom architecture based on your income, family, career, and personal values.
WAYS TO WORK TOGETHERChoose your path forward
The Wealth Building Architecture™
Build the system. Get everything aligned.
Starting at $7,500
Complete financial plan
Coordination across all areas
6–8 structured meetings
Step-by-step implementation
Equity, tax, investment, and life integration
Ongoing Advisory & Investment Management
Stay coordinated as life evolves.
Starting at $500/month
Everything in Wealth Building Architecture™
Ongoing planning and decision support
Investment management (if desired)
Tax coordination throughout the year
A long-term partner in your corner
WHAT IT FEELS LIKEBefore
Equity accumulates in the background
Taxes are reactive
Investments aren't connected to anything
Decisions happen in isolation
The Transformation
After
Clear plan across everything
Decisions made with context
Taxes, equity, and investments aligned
Confidence without second-guessing
WHY THIS MATTERS
This isn't about optimizing for perfection.
It's about avoiding the quiet costs that compound over time.
Paying more in taxes than necessary
Letting equity decisions compound poorly
Building wealth that isn't structured to last
High income creates opportunity. Coordination is what captures it.
GET STARTEDGet Your Financial Roadmap
A 15-minute call to understand where you are, identify gaps and opportunities, and see if this is a fit.
Identify gaps and opportunities
Understand where you are
See if we are a fit
No Commitment. No Pressure. Just Clarity.