Working with Finn.

Wealth management and financial planning are passions of mine. These are supported by working with my clients and providing education through practical insights for people in their 30s, 40s and 50s on topics that matter.

At this stage in life, you're making big decisions that can shape your financial future, and finding reliable answers isn't always simple. The internet has plenty of information, but it’s tough to know what’s credible and relevant to your situation. Everyone’s plan is different and can change on a dime.

We focus on the following: Financial Planning (Goals), Tax Planning, Estate Planning, Risk Management, Cash Flow Management, and Business Planning.

Typical Clients

We work with individuals in their 30s - 50s who need a financial quarterback and want to build wealth. They typically are:

  • Business Owners

  • High-Income Earners

  • Hold concentrated stock positions

Fee Structure - How do you work with us?

We know that working with our ideal clients requires unique flexibility in our cost structure. Our different fee structures are:

  • Monthly / Annual Subscriptions

  • Assets Under Management (AUM)

  • One time Planning (Financial, Tax, Business, etc)

Our clients need someone who understands their situation and can help guide them through the financial roadblocks and opportunities in life.

  • Annual Ongoing Meeting #1

    Included:

    - Annual meeting to outline tasks for the upcoming year

    - Create a new financial plan

    - Address any pressing questions or tasks

    - Recurring Activity: Investment Monitoring & Rebalancing

  • Annual Ongoing Meeting #2

    Included:

    - Mid-year tax review

    - Create a strategy to plan for next year's tax liability

    - Deep analysis & planning for business + personal taxes

  • Annual Ongoing Meeting #3

    Included:

    - Investment review

    - End of year tax planning

    - Company benefits review & selection

    - Insurance & estate review every other year

  • Ongoing Meeting #4

    Included:

    - Review annual tasks

    - Wrap up end of year tax planning

    - Prepare for the following year's plan & action items

    - Make end of year moves (bonus, QBID, solo 401(k), etc)

Feel free to access our guide while you shop for an advisor.

7 Questions to Ask When Meeting with a Financial Advisor