I look forward to working with you.
If you have any additional questions or want to learn more, fill out the form below.
Business Hours
Monday – Friday: 8 AM – 4 PM
My Location
Orange County, California
Frequently asked questions
01. Do you have a physical office we have to meet at?
No! We believe in the power and efficiency of vitural work and our clients value location independence. Our clients are across the country and they are able to hop on a call from anywhere.
02. What is your investment approach?
We use an intentional PASSIVE investment strategy through Dimensional Funds. We do not believe in stock picking, timing the market, and getting rich quick. Our investment philosophy is backed by research through long term investment strategies. To delegate your investments to us, we charge .50% and Dimensional charges .16%.
03. Why do you only work with soloprenEUrs and people with equity comp?
We want to be the best in our niche and we know we can’t be good at everything. We believe that we can add the most value to our clients who face more tax issues since we love tax planning!
04. How many clients do you serve?
We keep this intimate so we really get to know each and every client. We serve no more than 50 households at one time.
05. How often do we meet?
We meet quite a bit in the first 6 months to a year while we get to know each other and create the foundation of your financial plan. Then, we meet every 6 months in the Spring and Fall. We provide unlimited email support and ad hoc meetings whenever necessary.
06. How do you charge for your financial planning services? Is it fee-based, commission-based, or a combination of both?
We charge financial planning fees on an annual basis based on complexity. Check out my “Pricing” page. We also manage client’s investments and charge .50% of your total account value. There is no additional platform charge. This is completely optional, and you can add this service at any time, and it is separate from the financial planning fee.