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Imagine you are a passenger on an airliner flying into a major city...

 When Intelligence is Everywhere, Judgement is Everything

Retirement Planning  |  Investment Management

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You've spent 30 years building your wealth. Don't hand it to someone with 3 years of experience.​

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We partner with you.  There is one Single Point of Responsibility.

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We identify not-so-obvious financial problems,

and then develop creative, not-so-obvious financial solutions.

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Complex financial matters welcome.

About

At myFinancialPro, we don’t just plan out retirement income distribution strategies and manage investments  - our mission is to provide clarity, context, and confidence through deeply human financial guidance. We integrate decades of real-world experience to help guide our innovation, wisdom and logic to benefit our partner; you.

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If you are within 5 years on either side of retirement and open-minded to financial guidance, we should be talking.  

 

 

Why We Only Accept 50 Families ​​

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By limiting our practice we provide a level of concierge "Personal CFO" service that a firm with thousands of clients simply cannot provide. 

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The Wisdom of Three+ Decades 

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We bring 30+ years of trusted financial wisdom, clean compliance, and long-term thinking to every conversation.

 

​​It's not about beating the S&P500 as we cannot understand how that is relevant to your financial goals.  True alpha is the personal customization and alignment we bring:  custom benchmarks, tax aware portfolio choices, tailored sleeves, personalized income distribution strategies, scenario modeling, and proactive planning that is uniquely yours. 

 

Preventing just a single poor decision could be worth thousands, hundreds of thousands or even millions of dollars.   ​​

Professional Female

Expert Advice and Guidance

We specialize in:

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  • Retirement planning, transition, management and income distribution

  • Custom investment management 

  • Behavioral and generational coaching that aligns your money with your values

  • Legacy-minded planning and guidance for families, professionals, and stewards of wealth​

  • Strategic integration with cash flow, tax strategies and legal, estate, retirement, and investment plans. 

  • Combining it all together to align with your life goals while proactively managing it through the years to keep you on track.​​​​​

$343 per hour
0.33% assets under management fee

 

​By separating management fees from planning time, our incentives are better

aligned with yours. We are paid to provide solutions, not just to gather assets.

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