Services

Consulting for the personal and professional decisions that shape your future.

Wealth consulting

For people who want a clear route from where they are to where they want to be financially.

Financial planning
Goals, budgeting, cash flow and net-worth review.
Investment strategy
Asset allocation and portfolio review matched to your timeline and comfort with risk.
Retirement planning
How much you need, how to get there, and when you can stop.
Education & family planning
Saving for college, supporting relatives, and preparing for big life events.
Estate & legacy planning
Organizing your wishes and working alongside your attorney and accountant.

For founders, self-employed professionals and small teams who need an experienced outside view.

Business strategy
Positioning, growth priorities and decision-making.
Operations & process
Simplify how work gets done and remove bottlenecks.
Pricing & profitability
Understand your numbers and price your work with confidence.
Career & leadership coaching
Plan your next move, negotiate, and step into bigger roles.

Who do you work with?

Individuals, families and independent professionals. We do not work with large corporations.

How much does it cost?

We'll quote a fee after your introductory call, so you know the cost before you commit.

Do you manage my investments directly?

Our role is consulting and planning. We'll explain exactly what is and isn't included before you begin.

Can we meet remotely?

Yes. We meet in person at our Midtown office or by video call.

Tell us where you are and where you want to be. We'll tell you honestly whether we can help.