Frequently Asked Questions

Yes. I am a fiduciary at all times. That means I am legally and ethically required to act in your best interest, not mine.

There are no incentives to recommend specific products or strategies.

Every recommendation is based on what best supports your goals, your family, and your long-term plan.

I am a fee-only, advice-only financial planner. You pay a flat annual fee, billed monthly.

I do not earn commissions. I do not manage assets or take a percentage of your investments.

I do not receive compensation from investment or insurance companies

I provide ongoing, comprehensive financial planning.

This includes tax planning, investment guidance and portfolio design, equity compensation planning (RSUs, stock options, deferred comp), cash flow and savings strategy, employee benefits optimization, insurance and risk management, retirement planning, and estate planning coordination.

You implement your investments, and I guide you on what to do and how to do it. Everything works together under one plan so you can make decisions with clarity.

I am a CERTIFIED FINANCIAL PLANNER® professional and the founder of Motif Planning.

I specialize in working with households earning $400K+ and executives with complex compensation. Many of the families I work with are balancing demanding careers, raising children, and making high-stakes financial decisions.

My work focuses on helping you reduce lifetime taxes, make informed decisions around equity compensation, and build a coordinated plan across your entire financial life.

We meet at least twice per year, typically in the spring and fall.

Outside of those meetings, you can reach out anytime with questions. We schedule additional meetings as needed when something changes or a major decision comes up.

I also reach out proactively when there are planning opportunities, deadlines, or updates that affect your situation. You are not left to figure things out on your own between meetings.

Most financial advisors are paid based on the investments they manage or the products they sell. I don’t do either. I am advice-only.

That means I don’t manage your money, I don’t earn commissions, and I don’t receive any compensation tied to your investments. You pay me for advice, planning, and ongoing guidance.

This allows me to focus on the full picture of your financial life. Taxes, equity compensation, benefits, investments, and major life decisions all working together in one plan.

My fee is $10,000 per year, billed monthly at $834.

There are no upfront fees, no commissions, and no additional charges based on your assets. You can cancel at any time with 30 days’ notice.

You will implement your investments, and I guide you on exactly how to do it.

We build a portfolio based on your goals, time horizon, and risk tolerance. The focus is on diversification, low costs, and tax efficiency.

I help you decide what accounts to use, what funds to invest in, how to allocate your portfolio, and when to rebalance.

I take a long-term, evidence-based approach.

That means using broadly diversified portfolios, keeping costs low, and minimizing unnecessary trading. Taxes and fees matter, so we structure your portfolio to be as efficient as possible over time.

The goal is to support your plan, not chase short-term performance.

Yes. I work with clients across the country.

All meetings are held virtually over Zoom, and we use secure online tools to share documents and track your plan.