Work With Me
My work centers on one idea: make decisions today that endure for generations.
I serve:
Families & individuals who want to build, preserve, and transfer family wealth.
Financial advisors who want disciplined, evidence-based support for their clients.
For Families & Individuals
1. Financial Planning & Coaching
From $3,500 per year
A structured engagement to bring order, clarity, and momentum to your family’s finances.
In the first year, we work together through a 12-month onboarding with four deep-dive meetings (up to 90 minutes each) to build foundations and systems.
In ongoing years, we typically have two review meetings per year, focused on maintaining progress, adjusting the plan, and staying aligned with your goals.
You have email access between meetings for questions, reflections, and quick consultations.
We look at your whole financial life: cash flow, saving, investing, protection, and long-term goals.
The work is designed around family wealth (human, intellectual, and financial capital), not just around products or accounts.
2. Investment Advisory Session
$800 one-time
A focused, independent investment session for families who either:
already have investments and want a clear second opinion, or
are starting from scratch and want a simple, actionable plan to begin.
What’s included:
A pre-meeting survey so I understand your situation, goals, time horizon, risk tolerance, and whether you already invest or are just getting started.
One investment meeting (typically 60–90 minutes) to:
review your existing holdings and discuss options, or
design a first investment plan and target allocation you can implement in your own accounts.
A written follow-up with either:
a portfolio review and suggested changes, or
a clear investment plan you can execute yourself (accounts to use, target allocation, contribution rules).
A short video walkthrough of the recommendations so you can revisit them later.
Your assets always remain in your own accounts; you execute the transactions, with my guidance on what to do and why.
Ideal if you want clarity on your investments—whether you already have a portfolio or are preparing to invest for the first time.
For Financial Advisors
I can join your firm in three complementary contractor roles:
as a comprehensive Financial Planner,
as an Investment Expert focused purely on investments (Outsourced Investment Manager), and/or
as an Outsourced CIO, overseeing your entire investment function.
You remain the lead advisor and owner of the client relationship.
1. Financial Planner (Contractor)
From $3,000 per month
Comprehensive planning capacity and thinking support under your brand.
Preparation of full financial plans and deliverables for your clients.
Behind-the-scenes support on complex planning cases (retirement, cash flow, goals, risk, protection, etc.).
Optional client-facing meetings (white-labeled or as an “introduced expert”).
A flexible structure tailored to your firm’s tools and processes.
Pricing starts at $3,000/month, depending on scope and volume.
2. Outsourced Investment Manager
Custom engagement
(Investment Expert on your team)
An investment specialist role focused on the investment part of your business, so you can devote more attention to tax, estate planning, and client relationships.
Design and maintenance of model portfolios and asset allocation frameworks aligned with your philosophy.
Ongoing investment research and monitoring (funds, ETFs, strategies, asset classes).
Support with implementation and rebalancing workflows across client accounts.
Clear investment memos, rationales, and talking points you can use in client meetings and communications.
Here, I operate as your investment department / investment expert, embedded in your team as a contractor. You remain the primary advisor and client-facing authority.
Pricing is customized based on the structure and scale of your practice.
3. Outsourced Chief Investment Officer (OCIO)
Custom engagement
A higher-level, governance-focused role for firms that want an institutional-style investment function without building an internal CIO team.
Co-creating and maintaining your firm-wide investment philosophy and policy.
Designing your overall portfolio architecture and risk framework across client segments.
Due diligence on strategies, products, and managers, with clear recommendations.
Regular “investment committee” style calls and written summaries to guide firm-level decisions.
Strategic oversight of how the investment process is communicated and delivered across your client base.
In an OCIO role, I help you design and oversee the investment function at the firm level; your internal team (and/or me in an Outsourced Investment Manager role) executes within that framework.
Pricing is customized based on scope, complexity, and level of involvement.
How I Work
Evidence-based investing and plain-language communication
Repeatable processes that survive noise and narratives
Fiduciary duty — always in your best interest
Selected Work With Clients
Bona Fide Finance – USA
Lead investment research and portfolio construction to help clients stay disciplined through any market — delivering a consistent, evidence-based approach integrated with each client’s plan.
Sovereign Man (now Schiff Sovereign) – USA, Chile
Explored global opportunities — international real estate, offshore banking, second residencies/citizenships — to help families increase resilience and sovereignty.
Saifedean Ammous – USA, Lebanon, Palestine
Analyzed the printing industry and helped establish a global fulfillment network for his books. Acknowledged in The Fiat Standard and Principles of Economics.
Jurisdictions & Global Practice
USA: Investment Advisor Representative registered in TX, CA, ND with Bona Fide Finance
EU: Business registered in Croatia; serving clients globally