Ready to Get Started With Financial Planning?

Before filling out the form, take a quick look at the list below. If you’re nodding “yes” to each of these, we could be a good fit:

✅ You’re looking for an ongoing, highly personalized financial planning relationship
✅ You’re ready to be an active participant: meeting regularly, reflecting on key questions, and providing info to build your plan
✅ You’re open to honest conversations about your goals, values, and the trade-offs that matter most to you
✅ You’re a US Citizen or Permanent Resident
✅ You have a net worth of $5 million or more (or you’re close and have complex planning needs)
✅ You’ve reviewed the fees section and are comfortable with an annual fee that typically starts at $25,000
✅ You’re comfortable with virtual meetings and using technology to stay connected

Note: To ensure each family receives exceptional attention, I will be taking on up to 5 new families in 2026.

👉 If you think we could be a good fit and meet the criteria above, share a bit about your situation below. I’ll review it personally within 1-2 business days and let you know if it makes sense to chat.

For Speaking Inquiries

If you’re interested in booking me for a speaking event, please fill out the form below.

Note: I’m currently not accepting press or media inquiries, as I’m focusing exclusively on serving clients.