How do we meet?

Visits usually take place over the phone, Skype, or Zoom. I travel often, so it’s not out of the question that we could visit face to face.

Why would I hire you to do this?

Having gone through each part of the process multiple times, I have first-hand experience. I’ve dealt with the initial emotions, management of expectations, education, planning, implementation, and now maintenance. Also, I’m not trying to make money for myself from your situation. I simply want to help you successfully navigate this unique financial landscape.

How much does this cost?

The hourly rate is $275, billed in six-minute increments. All profits are donated to programs specializing in financial literacy and consumer awareness.

Who are your typical clients?

We specialize in assisting sudden-wealth recipients (sports, entertainment, inheritance, divorce settlements, business sales).

How often will we talk?

We will talk more frequently during the planning phase of the process. Once the plan has been implemented, it’s really up to you how often we interact. We will touch base from time to time as things arise, but the goal is to empower you with the knowledge and confidence to take control of your financial future.

Is there a minimum portfolio amount?

No. We are here to assist, regardless of the amount.

How long does it usually take?

It depends on the level of financial complexity you initially bring. A complimentary call can be scheduled once the form is filled out, and during that call, I will provide a clearer estimate.

What non-profit organizations do you donate to?

The proceeds are split between The Giving Project and the Philly Financial Cooperative.

The Giving Project

Created by Kerri Herrild of De Pere (WI) High School, The Giving Project is a high school curriculum in which students learn the value of giving to causes they believe in while applying financial practices such as budgeting and investing. Each student is tasked with researching and promoting a charity that best uses its resources to fulfill its mission based on the student’s own values and interests. The student earns a donation to that charity by creating a high-quality promotion that includes the charity’s mission statement, financial data, local connection or benefit, and the student’s own passion for the cause.

Philly Financial Cooperative

Daniel LaSalle started the Philly Financial Cooperative at Olney (PA) Charter High School with the belief that the only way to truly be a master of your own finances is to start early before a single financial problem evolves into an unmanageable lifestyle. Students partake in hands-on financial literacy experiences through jobs, paychecks, and bank accounts to become their own best financial planner.

Program participants receive:

  • Lifelong checking, savings, and investment accounts
  • A school-based job that earns actual paychecks to be deposited in the multiple accounts
  • Engaging financial literacy coursework that teaches students how best to achieve their future goals


More information about both programs can be found here, here, and here

Is there an ongoing management fee?

No, there is no ongoing management fee. We believe in a simple, transparent, hourly based model where you pay when you need us. It’s your money. We want you to keep it.

What is the typical response time on an email or phone call?

We pride ourselves on our accessibility to clients. Every e-mail or phone call will be returned within 24 hours at the absolute latest.

What can I expect to pay in fees?

Beyond the hourly rate, some of the recommended investments may have their own internal costs; however, we target investments with the lowest fees and broadest diversification. We don’t receive any of these investment fees and make clients aware of all costs associated with our recommendations beforehand.