WHO WE SERVE
Fee-only financial planning for meaningful wealth and the decisions that come with it.
Wealth rarely arrives in a simple form. It comes as equity, an inheritance, a family to provide for, or several advisors who each see one part.
Dynamic Financial Planning is a fee-only fiduciary firm serving tech professionals, growing families, inheritors, multigenerational families, couples planning for a surviving spouse, and people with multiple advisors.
Tech professionals
You're paid in RSUs, options, or ESPP shares, and a large part of your net worth sits in one stock.
I build a plan for vesting, taxes, and diversification so equity decisions stop feeling reactive.
Inheritance
You've received an inheritance or expect one, and you want to get the first decisions right.
I help you slow down, understand the tax rules, and fit the money into your life.
Protecting your spouse
One of you handles the money, and you want the other fully prepared.
I work with both of you now, so whoever is left knows the plan and the person behind it.
Growing families
Two incomes, kids, a home, and a list of priorities that all seem urgent.
I put it in order for you: cash flow, education savings, insurance, and estate basics.
Multigenerational families
Your decisions now affect your spouse, your kids, and your grandkids.
I build one plan across generations and coordinate it with your attorney and CPA.
Multiple advisors
You have a wealth manager, a CPA, and an attorney, and nobody is looking at the whole picture.
I coordinate across all of them. You keep your advisors and your accounts where they are.