Most financial plans are written for someone with a W-2, a 401(k) match, and a 30-year career arc. Yours doesn't look like that. Your income spikes and stalls. Your largest asset is the thing you wake up worrying about. Your tax picture changes every quarter. The plan has to be built for the life you actually live — not for a template a software vendor sold to 50,000 other advisors.
One year you reinvest everything in growth. The next you take a distribution that puts you in a different tax bracket. You have S-corp distributions, K-1s, deferred comp, and a personal balance sheet tangled up with the business balance sheet in ways your accountant has tried to explain twice. Most advisors hand entrepreneurs the same plan they'd hand a corporate dentist. The business is your financial life — until the day you sell it. The plan has to be built that way.
You see the fee. The fee is the fee. No commissions buried in expense ratios, no product kickbacks, no incentive on my side to recommend anything based on what pays me — because nothing pays me except you, directly. Modular work is flat-fee scoped to the project. Comprehensive planning is an annual retainer. Investment management, when bundled, is a transparent percentage. You'll know the number before you sign anything.
Integrity doesn't need a cop. The fee structure is built so I never have a reason to give you advice that isn't in your interest.
Start with the 10-minute Da Vinci Index, or book a 30-minute call. No pitch. No pressure. If we're not the right fit, I'll say so on the call.