Advisory Services
Advisory is available hourly for focused decisions, or as a structured annual package for those who want a strategic partner year-round.
When information is endless, clarity is rare.
Most financial decisions don’t happen on a clean timeline.
You may be navigating a business transition, evaluating an investment, or trying to make sense of competing advice. You don’t need a long-term engagement yet, but you do need clarity.
This is where hourly advisory fits.
Focused, Strategic, and Connected to the Bigger Picture
Even in a single session, the goal isn’t just to answer a question, it’s to understand how that decision fits into your broader financial picture.
That means considering taxes, cash flow, investments, and long-term implications together, not in isolation.
You leave with direction you can actually act on.
A Simple, Structured Process
Hourly sessions designed maximize clarity and efficiency.
Initial Outreach
Share a brief overview of your situation.
Fit + Scope
Define the scope and outline focus areas.
Advisory Session(s)
Work through your situation with a structured, strategic approach.
Clear Next Steps
Leave with direction, not just information.
Not a substitute for comprehensive wealth management.
Hourly advisory is designed for focused, high-impact conversations. If you’re looking for ongoing investment management and integrated planning, you can learn more about that here.
Where I Help
Tax planning and timing decisions
Equity compensation (RSUs, stock options, bonuses)
Cash flow and savings strategy
Investment structure and portfolio alignment
Real estate decisions
Business owner planning
Every conversation is different. The focus is always on clarity and what to do next.
Business Advisory Package
An annual engagement for founders and business owners who want a strategic partner in their corner.
Starting or running a business brings a different kind of financial complexity. The questions aren't always technical. Clients often ask, “Am I structured correctly? Where is my money actually going? What do I need to know about taxes before I make this decision?”
This is an annual engagement designed for early-stage and growing business owners who want ongoing access to a CPA and CFP who understands both the financial mechanics and the bigger picture.
What's included:
A comprehensive financial and tax review at the start of the engagement, quarterly planning sessions to stay ahead of decisions, direct access throughout the year for questions as they come up, and a year-end tax strategy session before filing season.
This engagement is structured, but the conversations are flexible. Some months we talk about cash flow. Others we talk about whether to hire, how to pay yourself, or how a business decision affects your personal tax picture. The goal is for you to always have someone who knows your situation before you make a move.
Designed for:
Business owners and entrepreneurs in Orange County and beyond who want strategic financial guidance without committing to full wealth management.
For Ongoing Strategy, a More Integrated Approach
As your business grows and your financial picture becomes more complex, comprehensive wealth management brings everything together under one strategy.
Investments, taxes, financial planning, and ongoing advisory access, coordinated and working together.
FAQs
Who is hourly advisory best suited for?
Hourly advisory is best suited for high earners, business owners, and individuals navigating a specific financial decision or transition.
This typically includes situations where you need clarity on a particular issue, want a second opinion, or are looking to pressure-test a strategy without committing to a long-term relationship.
It’s a good fit if your financial life has some complexity, but you don’t yet need ongoing investment management or fully integrated planning.
When should I choose hourly vs. full wealth management?
Hourly advisory is ideal when you have a defined question or decision and are looking for focused guidance.
Comprehensive wealth management is more appropriate when your finances require ongoing coordination across investments, tax planning, and long-term strategy.
Most clients move to full wealth management when they want everything working together consistently, rather than addressing decisions one at a time.
What is the Business Advisory engagement?
It's an annual planning relationship designed for business owners and entrepreneurs. It includes a financial and tax review, quarterly sessions, direct access throughout the year, and a year-end tax strategy conversation. It's built for founders who want a knowledgeable advisor in their corner without the complexity of a full wealth management engagement.
Is Business Advisory right for me if I'm just starting out?
Yes. In fact, early is often the best time to get clarity on structure, taxes, and financial decisions. Many costly mistakes happen in the first few years of a business simply because founders didn't have the right guidance. This engagement is designed to give you that foundation without overwhelming you.
What types of financial questions can we cover?
Hourly advisory is designed for high-impact conversations across a range of financial topics, including:
Tax strategy and planning for high-income years
Equity compensation, including RSUs and stock options
Real estate decisions and investment analysis
Business transitions or starting a new venture
Cash flow, savings, and planning structure
Reviewing existing advice or identifying gaps between advisors
Do you work with clients outside Orange County?
Yes. While I am based in Newport Beach and work with many clients across Orange County, I also work with clients throughout California and select clients in other states.
Meetings can be conducted in person or virtually, making it easy to work together regardless of location.
What types of decisions can we cover in a session?
Hourly advisory is built for focused conversations across a range of topics including tax strategy for high-income years, equity compensation, real estate decisions, business transitions, cash flow and savings structure, and reviewing existing advice or identifying gaps between advisors.