Your Journey Starts Here
Getting Started Is Simple
A straightforward process to help you organize your financial future.
Discovery Call
Schedule a 30-minute discovery call. We'll talk through your goals, answer your questions, and see if we are a good fit.
Financial Review
Share your financial picture: accounts, statements, goals, and concerns. I analyze everything to build a complete understanding of your situation.
Strategy Presentation
I present a comprehensive financial plan tailored to your specific goals, timeline, and risk tolerance. Ask questions, make adjustments, feel confident.
Implementation
I coordinate the implementation with you: account transfers, investment allocation, insurance applications, and ongoing monitoring.
Ready to Begin?
Schedule a discovery call. Thirty minutes on your situation, your goals, and whether we are a good fit.
Schedule a Discovery CallFAQ
Frequently asked about working with Alex.
When does it make sense to hire someone like you?
The clients I work with best are usually at an inflection point: a significant income jump, a business sale, a growing family, equity compensation that's getting complicated, or a realization that they've been too busy to give their finances the attention they deserve. If you have the income and complexity but not the time or expertise to manage it well, that's when I tend to add the most value.
What's included in comprehensive planning?
The aim of comprehensive planning is a financial structure that keeps pace with your life, where decisions are made deliberately instead of by default. Outcomes depend on markets and your circumstances, and no approach removes investment risk. I work across investments, taxes, retirement, insurance, estate planning, and cash flow as one integrated strategy so you can make decisions with confidence instead of guesswork.
How are your fees structured?
I work with clients in two ways: Financial Planning with Investment Management. An ongoing advisory fee calculated as a percentage of your household advisory assets, billed quarterly. Financial Planning Only. A fixed quarterly fee, with no assets required. The investment management fee scales with the assets I manage. The planning-only fee is based on the complexity of the work. I walk through both structures with you in our first conversations and we determine which one fits your situation.
Is there an account minimum?
There is no minimum account size. What matters is whether the work aligns with your situation and needs, and that is what we determine together in the discovery call.
Start with what matters.
Five focused minutes on where you stand and where you want to go: cash flow, investments, taxes, goals. It brings the most significant areas into focus and gives our first conversation its starting map, so we spend it on the decisions in front of you.