I'm happy you're here.
Managing your own finances might be easier than you think! Whether you're new to investing or have been investing for a while, I'm here to help.
new to investing and want help knowing where to start?
Investing might feel challenging in the beginning, but it doesn't have to be difficult.
I will guide you at the start of your investing journey, helping you to identify financial goals and allocate investments in a way you can manage in just a few hours each year.
manage your own investments and want a second opinion?
At this stage of your financial journey, you've already started to establish and work toward your goals.
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I will help you refine your financial goals, analyze your likelihood to succeed and consider additional strategies to achieve them.
Currently paying a financial advisor an ongoing fee?
Perhaps you're currently working with a financial advisor who charges an ongoing fee based on the assets they manage, but you're curious if you could achieve similar results without the fees by managing your own investments.
I will provide a second opinion and see if we can simplify your investment strategy as you work toward your financial goals. Self-management isn't for everyone, but most of us are capable of managing our own finances if we want to and are willing to dedicate a few hours each year.
Selecting a financial advisor might feel challenging.​
There are more than 300,000 financial advisors in the US, enough to fill the three largest football stadiums! ​So, how do I differ?​​​​
I have lived what I'm helping you pursue.
After nearly 30 years of independent investing, successfully building and selling a real estate portfolio of more than 40 units, and leading teams across Google for nearly 15 years, I am able to choose how I spend my time. This is largely because of my approach to investing. I didn't hit it big with a hot stock or get into crypto early. Instead, I have learned and iterated my approach to investing over three decades, and I'm ready to share my expertise with you.
I provide a proprietary approach to portfolio analysis.
Portfolio management can feel complicated, filled with numbers, charts and pages of analyses. When I analyze your current versus proposed portfolios, we'll make an informed (and simplified) decision based on three factors we can all understand: historical performance, projected cashflows and projected variability.
I want to help build your confidence.
When we work together, I will do my best to teach you ways to analyze investments and make decisions to support your financial goals. I'll try to remove barriers that inhibit you from managing your own finances. If I'm successful, you will leave our time together with increased confidence, feeling empowered to manage your own investments in the future. And you'll know I'm available to help if you have questions along the way.
Experience the P.e.a.k. Method​
Across each of your financial needs, from debt reduction to retirement planning, we will follow this workflow.
PRIORITIZE
This is the basis for a successful plan. At this phase, we address your goals and the psychology behind our approach.
1) Identify what financial goals matter most to you, and ignore the rest (at least for now).
2) Ignore the constant swirl of current events and financial projections.
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Tip: Behavioral coaching is the main benefit an advisor can provide you, and you can learn to do this yourself.
EXPLORE
Research ways to achieve the goals we identified in PRIORITIZE. This might result in several options to consider, from which you can choose.
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Tip: There are more than 55,000 publicly traded companies in the world, so investment filters are your friend. Most brokerages allow you to filter through investing options, often called a “screener”. They allow you to look only at potential investments that align with your priorities and goals.
ACTIVATE
1) Select 1-3 options where you can take action.
2) Give yourself a deadline to complete those actions.
3) Ask a friend, family member or trusted advisor to hold you accountable.
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Tip: Accountability is key here. If you fail to take action, you’ve lost the value from your prioritization and exploration. Consider what has worked for you in other areas of life where you need to be held accountable, and try to apply that here.
KNOW
This brings us back to the beginning, where we again consider your prioritized goals and how you're feeling. Know...
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1) You have made the best decision based on your current priorities and the options available.
2) You can monitor performance over time and make adjustments, if needed.
Tip: If you have prioritized, explored and activated based on your needs, then adjustments should be rare. Most adjustments need to happen only when priorities change.