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What I Offer


The most important ingredient of financial planning is developing the right attitude and expectations. Building the right blueprint comes next.

As your financial fitness advisor, I can help increase your financial health and reduce your risk exposure to inflation and deflation — all while helping you increase your net worth.

My Retainers

Encompass Retainer

What You Get

  • Comprehensive financial planning for a fixed fee over the course of one year.
  • Six to eight scheduled meetings during the initial year.
  • Three or four scheduled meetings during renewal years.
  • Additional face-to-face, e-mail and/or phone consultations (included at no additional charge).

Included Services

  • Tax preparation
  • Tax planning
  • Insurance review
  • Asset inventory
  • Portfolio analysis
  • Asset allocation strategy
  • No-load mutual fund recommendations
  • Retirement planning
  • Estate plan review

Foundation Retainer

What You Get

  • Client consultations, as well as written and/or oral recommendations.
  • More narrow advice and guidance focused on a few select areas of interest or concern.
  • Hands-off implementation

Included Services

  • Goal setting
  • Asset/liability analysis
  • Tax planning
  • Cash flow management
  • Investment review
  • Retirement planning
  • Risk management
  • Estate planning

What It Costs

My fees cover all of your services for the year and are based on your marketable net worth, investment portfolio and income sources. As time goes on, I may adjust your cost based on the complexity of your situation.

All retainers require a Financial X-Ray or a Retirement Readiness X-Ray as an initial engagement.


Give Me a Call Today