FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We charge based on the assets we manage and include comprehensive financial and tax planning at no additional cost for clients with $300,000 or more in assets with us. For those below that threshold, we offer planning as a flat-fee add-on and also take on one-time projects priced by complexity. Fees are negotiable at our discretion. Our fees are lower than the industry average—and unlike many larger firms, we include in-depth financial and tax planning. We encourage potential clients to compare our pricing and services to others. We believe the greatest value comes from ongoing relationships where we can proactively guide investments, taxes, and life decisions over time.
- What is your typical process for working with a new customer?
We start with a short phone call to see if we’re a good fit. If it makes sense to move forward, I’ll review your current financial picture work closely with you on determining your goals, then build a personalized strategy that covers investments, taxes, retirement income, estate planning, and more. We collaborate as we go, and I do the heavy lifting so you don’t have to stress over the details.
- What education and/or training do you have that relates to your work?
I have an undergraduate degree in finance and an MBA in applied finance, along with over a decade of experience across corporate finance, private credit, and wealth management. I’m a Chartered Financial Analyst (CFA) Charterholder and an active member of several professional organizations including NAPFA, the CFA Society, and the Denver Estate Planning Council.