We start with a free strategy call - no obligation, no pitch. If we're a good fit, we will gather as much information about you as possible so that we can develop a strategy for you. If you are comfortable with that, I'll prepare a detailed Statement of Advice outlining exactly what I recommend and why. From there, we meet regularly to review your position and adjust as your life changes.

Not a specific amount, but my advice is most valuable for households earning $250k or more or individuals earning $150k or more - because that's where strategy, tax, and structure decisions really compound over time. If that's roughly you, we'll have a lot to work with.

Yes - and I think it's important to look at both together. A financial plan that grows your wealth but leaves you unprotected isn't a complete plan. I look at the full picture.

I charge an onboarding fee and usually an ongoing advice fee that covers the full relationship - initial plan, implementation, and regular reviews. For insurance advice, I may receive a commission from the insurer. I'll always be transparent about how I'm paid before you commit to anything.

Book a call and find out. It's free, it's genuinely a conversation, and if I'm not the right fit I'll tell you. I'd rather point you in the right direction than take on a client relationship that isn't a good match.