Fee-Only Financial Planning
A financial plan
built for your life
Entrepreneurs and high-income professionals deserve more than an annual portfolio review. We build a 25–40 year whole-life financial plan — connected to your retirement vision, your business, and your family.
Why This Matters
Your business demands everything. Your personal finances can't wait.
Running a business demands more than full-time attention, leaving personal finances as a lower priority. You may wonder if you can retire confidently without compromising your current lifestyle — and that question is genuinely difficult to answer without a plan.
We help you answer it. Precisely.
25–40
Year planning horizon
Fixed
Annual fee — starting at $5k
Annual
Plan review & updates
What We Do
The Personal CFO Approach
Collaborative financial planning connects your personal finances to the rest of your life — producing a plan with real-dollar targets that adjusts as your life does.
Plan
Build a whole-life financial plan. Optimize for tax. Establish alternative scenarios and quarterly savings goals. Review annually.
Invest
Minimize fees, hold the right funds in optimal target accounts, and cultivate the patience required to realize your long-term vision.
Protect
Estate planning guidance, accounting and legal recommendations, Corporate T2 review, and integration with your operating business.
Retire
It's nicer to have something to retire to than from. The coaching process ensures your plan serves your future vision.
Who This Is For
Built for founders, operators, and high-income professionals
You recently sold your company
You have liquidity, a new tax situation, and real decisions to make. A plan built specifically for life after exit.
You're building toward an exit
Your business is growing and an exit is on the horizon. Get your personal finances aligned before it happens.
You're a high-income professional
You're earning well but your financial plan hasn't kept pace. Time to close the gap with a structured whole-life approach.
The Background
Two decades advising founders on their most consequential decisions
Before focusing on personal financial planning, Andrew spent twenty years as an M&A advisor and operator inside technology companies — advising founders through acquisitions by Salesforce, RTL Group, Cendyn, and others.
He understands what it means to build, grow, and eventually monetize a company. That experience informs everything he does for his planning clients.
M&A AdvisoryStart your financial plan today
The most important step is starting. Once you have an easy-to-understand plan in your hands, you'll feel confidently on-track to realize your long-term vision.
Get in Touch