Professional Financial Planning—Without the High-Net-Worth Price Tag.
Transparent, Flat Fee Planning For Everyone
I operate on a simple, flat-fee model—meaning I don't charge asset-based management (AUM) fees. While I provide planning services for a flat fee, I may receive commissions if you choose to implement specific insurance products through me.
Professional financial planning shouldn't be reserved for the ultra-wealthy. My $1,000 flat-fee model provides comprehensive, expert guidance that fits your budget.
My Transparent Fee Structure:
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Initial Comprehensive Plan: $1,000
(Includes your custom roadmap, goal-setting, and 12 months of support.)
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Ongoing Guidance: $500 per meeting
(Annual, quarterly, or ad-hoc—you only pay when you need expert support.)
Payment plans are available.
Note: I am a professional financial planner, not a money manager. I do not hold or trade your assets; I provide the roadmap so you can stay in total control.
See How Your Future Could Look
I don't just tell you what to do; I show you the math. Using my secure RightCapital platform, we create a living, breathing dashboard of your finances. You’ll have 24/7 access to see exactly how your choices today—like debt reduction or retirement savings—impact your stability tomorrow.
Start Building Your Foundation Today. You don't need a massive portfolio to start a professional plan. We can begin with what you have right now. Whether you are tackling credit card debt, student loans, or mortgage balances, I help you run real-time scenarios—like the debt snowball or avalanche methods—to clear the path to your goals faster.
Complimentary Discovery Session
Not sure where to start? Let’s talk. I offer a free 30-minute introductory call to discuss your unique goals and see if my flat-fee planning model is the right fit for you. No pressure, no sales—just honest conversation