Let’s Talk.

Are we a good fit?

You should schedule 15-minute Fit call/video if:

  • you are a recent or soon to be widow/widower or divorced person, and
  • you need a guide to help you:
    • understand & organize your new financial life;
    • evaluate & prioritize financial decisions;
    • establish a financial life plan to live forward without fear.

I am different:

  1. I do not require you to commit to a long term relationship;
  2. I do not require you to let me manage your investments;
  3. I charge a flat-fee for financial planning.

One-time financial planning fee is $4,800*.  

Ongoing wealth management (with or without investment management) minimum fee is $8,000 and increases based on the complexity of your situation**. 

*Of course if you have a complicated business situation, rental properties, non-standard estate or assets that need special planning attention a fee adjustment may be necessary. We'll talk that over if the situation arises.

**Net worth is my proxy for complexity.

55 Gilbert St N
Tinton Falls, NJ 07701
United States