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Have questions about your financial life? You're in the right place.
Start HereHow do I organize my financial life?
Are we maximizing our RSUs?
Are we overpaying in taxes?
Should we have a Roth IRA?
What do we do with our old 401(k)?
Are my investments properly diversified?
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Please submit the form with any questions or comments and we'll be in touch shortly.
If you'd rather not wait, you can also book a time directly on my calendar using the link below:
Schedule a call
Advice you can trust, structured to serve your best interests:
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Fee-only means we're paid only by our clients – No commissions. No hidden incentives.
Transparent pricing, conflict-free advice – our recommendations are based solely on what's best for you.
Our success is tied to your financial progress – not product sales
Advice you can trust – built on transparency and accountability
Long-term planning, disciplined investing, and thoughtful decision making – not transactions or short-term moves.
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Fiduciary means we're legally required to put your interests first – Not ours. Not a company's. Always yours.
Advice in your best interest – not just what's "suitable," but appropriate for your situation and goals.
We act as your advocate, not a salesperson – without conflicted incentives.
Accountability you can trust – as fiduciaries, we’re held to a higher standard
We're obligated to disclose conflicts – and structure our advice to avoid them.
Purpose: This is a no-pressure conversation where we get to know each other. We’ll talk about your goals, financial questions, and what’s brought you here—whether that’s preparing for retirement in Sun City, managing equity comp from a tech job, or just navigating life transitions. I’ll explain how I work as a fee-only fiduciary advisor and help you decide whether my services are the right fit.
Outcome: You’ll walk away with a clear understanding of how Axon help clients—and whether we’re a good match to move forward.
Purpose: We’ll take a deep dive into your financial life—income, expenses, investments, taxes, debt, and future aspirations. This step is all about listening and learning what matters most to you. Whether you’re aiming to retire early, optimize stock options, or stay on top of cash flow, I’ll help you clarify your top priorities.
Outcome: You’ll leave this step feeling heard and confident that I have a comprehensive understanding of your finances and goals.
Purpose: We’ll co-create a financial plan that’s designed specifically for your life and goals. I’ll present tailored strategies—like how to reduce taxes, invest wisely, or prepare for healthcare costs in retirement—and explain the pros and cons. You’ll have plenty of room to ask questions and provide feedback. Your plan will reflect your values, your timeline, and your future.
Outcome: You’ll feel empowered knowing that your plan is designed with your active participation and aligned with your long-term vision.
Purpose: This is where everything comes together. I’ll walk you through your comprehensive plan, which may include investment recommendations, tax strategies, Social Security planning, or next steps like rolling over a 401(k) from a former employer. We’ll clarify action items, timelines, and tools. You’ll receive a written plan with everything we discussed, ready to implement.
Outcome: You’ll leave this step with a clear, actionable roadmap and the confidence to start putting your plan into motion.
Purpose: Financial planning is an ongoing process, not a one-time event. I’ll monitor your progress, adjust strategies as your life evolves, and keep you on track to achieve your goals. You’ll have regular check-ins with me to review your plan, ask questions, and make updates as needed. I’ll proactively share new opportunities, tax strategies, or market insights that could benefit you.
Outcome: You’ll feel supported every step of the way, knowing I’m here to adapt your plan to life’s inevitable changes.