The Professional Safety Net for Do-It-Yourself Investors.
Professional modeling. Zero AUM fees. You drive, I map the route.
What’s Included in Your DIY Plan
Live Digital Dashboard via RightCapital: Full access to a secure, real-time financial hub where you can track cash flow, net worth, and long-term milestones 24/7.
Portfolio Stress Testing & Scenario Analysis: Evaluating market downturns, sequence-of-returns risk, and tax efficiency.
Strategic Social Security Timing Analysis: Data-backed guidance leveraging RSSA Roadmap data to pinpoint the exact filing month and year to maximize your cumulative lifetime benefits.
Custom Action Plan & Ongoing Support: A step-by-step financial blueprint delivered at kickoff, supported by active guidance and continuous RightCapital dashboard access for as long as your monthly membership remains active.
Comprehensive Cash-Flow & Retirement Modeling: Tailored projections that map out your post-career lifestyle, showing you precisely how your savings translate into a reliable, tax-efficient income stream.
How I Build Your Plan
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Discovery & Data Intake: Together we map out your current cash flow, portfolio details, and goals securely using RightCapital.
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Analysis & Stress Testing: I run custom scenarios—from asset location to Social Security timing and tax-efficient drawdown scenarios—to stress-test your financial foundation.
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Execution & Ongoing Support: You receive a customized roadmap with 12 months of guidance so you stay in total control.
Explore the RightCapital Interactive Portal
Scope of Engagement:
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Advice-Only Planning: I operate strictly as an advice-only planner. I do not manage portfolio assets, execute trades, sell financial products, or charge asset management (AUM) fees. You retain 100% control over your accounts while receiving objective, data-driven actuarial analysis to validate your strategy.