The Road

$9,000/year

Ongoing Financial Planning + Investment Management

The Road is for people who want an advisor in their corner year-round, managing their investments, navigating major decisions, and keeping the moving pieces of their financial life connected to one evolving plan.

One flat annual fee, billed quarterly. Investment management is included. No separate AUM fee.

Completed The Map? Join The Road within 60 days and your $4,000 fee is credited toward your first year.

A Year on The Road

Depending on what’s happening in your life and career, our work throughout the year may include:

  • Your investments, managed — a portfolio built around your actual plan, with tax-aware placement across accounts, ongoing monitoring, and rebalancing. Included in your flat fee, with no separate AUM charge.

  • Tax planning, all year — quarterly estimates, withholding, Roth strategy, retirement contributions, and CPA coordination when it matters.

  • Cash flow for irregular income — a system that turns uneven earnings into a steadier personal paycheck, with the right reserves, tax buckets, and a clear between-gigs plan.

  • Retirement & union benefits — the right self-employed or loan-out retirement plan, coordinated with SAG-AFTRA, WGA, DGA, AFM, employer benefits, Social Security, and the bigger question underneath it all: are you building enough, and when does work become optional?

  • The everyday financial decisions — health insurance, employee benefits, credit cards, debt strategy, college funding, medicare, and the smaller choices that still add up.

  • Insurance & estate planning — life, disability, beneficiaries, estate documents, and the other protections around your financial life, all advice-only with no commissions.

  • Giving & family support — charitable strategy, donor-advised funds, gifting, and helping family without derailing your own plan.

  • The big decisions as they happen — buying a home, taking time off, starting or changing a loan-out, handling a windfall, equity compensation, residuals, backend points, and the decisions that don’t fit neatly into a spreadsheet.

  • Getting it all organized — one clear picture of what you own, where it is, what it’s for, and what needs attention next.

  • Me, all year — scheduled reviews, plus access when meaningful questions or decisions come up.

This is a collaborative, year-round partnership.

Start The Road

Every engagement begins with a complimentary call to make sure it's the right fit.