Imagine feeling peace-of-mind,

knowing that your financial house is in order and that any unexpected life challenges will be addressed with sound financial solutions.

I AM INVESTED IN YOU

Simply stated, I focus on being technologically innovative with deep investment and institutional knowledge, because I believe this is the cornerstone for sound financial advice.

However, it’s my investment in each of my clients that makes the difference.
If my commitment is your peace-of-mind, no shortcut can be taken in how I engage and meet your needs.
There’s no room for compromise. And I take great pride in these ideals.

How I shed light on your situation, step by step

1. Inception

The financial planning process is very data driven and starts by collecting financial data: all holdings, balances, transactions, loans, estimates, assumptions, benefits, coverages, etc. This gives me all the inflows and outflows from which to verify a full picture of your financial life.

2. Budget framework

Next, I extrapolate a “typical month” of spending, generate forward estimates for planning purposes and a budget framework to track against.

3. Review & Future

Then I dive even deeper into what’s important to you: your goals, nice-to-have’s and other future plans and requirements. I share other considerations — from my experience with similar clients — that you might not have mentioned.

4. Plan Development

From here, I develop a financial plan with quantifiable paths for moving forward. The plan becomes our base, against which we tie future conversations and edit as life takes new forks in the road.

5. ongoing plan

If we decided to keep working together after the first year. This is what you can expect:

Topics we can look at

Your Financial Plan is devised from scenario feasibility analysis of each approach based on any number of following considerations that make up your financial story:

Family Planning
Career and Work Plans & Work Benefits
Insurance
(Life, Disability, Property, Auto, Umbrella)
Healthcare
(Medicare Benefits, Long-Term Care)
Risk Tolerance
Investment Allocation Review
Balance Sheet Review
Stock-Based Compensation
(RSUs, ISOs, Stock Purchase Plans)
Loans
(Mortgage, Auto, Student)
Tax Planning
Retirement Analysis & Projections
Options Trading
International Taxes
Estate Planning
Social Security
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Making It Happen

I evaluate all considerations relevant to you and your circumstance. I ensure there is a sound long-term plan for handling inflows and outflows, efficiently allocating investments, maximizing benefits provided at work, and reviewing all risks and opportunities in your financial life.

My goal is to boil complicated topics down to their basic considerations in order to create joint understanding and selection of the most sound financial decisions for you. No decision is too complex nor too minor, even considerations around getting a dog, as my goal is to be a voice of reason in light of what is important to you.

how I can serve you

One-Time Plans

$2,500-$4,500

$500 is due at the inception of the relationship and the remaining balance, ranging from $2,500 to $4,500 is based on complexity, is due at plan completion.

Hourly Offer

$250/hour

If you have an established plan, I offer hourly ad hoc services at $250 per hour for future plan reviews or topic analysis.

ongoing plan

Starting at $7,500

If you have an established plan, I offer an annual financial planning fee starting at $7,500 per year for ongoing support.

Planning & Investment

If AUM is over $750K

If you need help with financial planning and investment management (and the investable amount is over the minimum $750,000), I will only charged a percentage of your Assets Under Managment based on chart here.

Comprehensive Family Estate Planning

My extensive background serving ultra-high-net-worth families of multiple generations lends to an understanding of the importance of not only tax and wealth preservation but also on keeping family relationships healthy for generations. When the estate planning process involves multiple generations, there are more intricate discussion points to ensuring smart financial decisions for you, your children and your aging parents.

Expat Planning

As a foreign citizen (Swede) living and working in the US, I am well-versed in planning for clients with cross-boarder earnings and portfolios — whether the clients live abroad and have a US-based portfolio or are foreign citizens living in the US. Having valuable partnerships with experienced international tax attorneys and CPAs ensures we offer clients the most up-to-date reporting requirements for all applicable situations.

Keeping You on Course Toward Your Financial Goals