If you are a Software Engineer or Techie and have struggled to find an advisor that “gets you”, I understand.
I spent 20 years as a Software Engineer myself, so chances are “I’ve been there and done that, and I have the T-Shirt to prove it”.

You are totally smart enough to do all your own finances, but you’d rather be spending your time on a passion project or side-gig or with your family than figuring it all out.

You want some help, but you also want more details and to do more yourself than a typical advisor is comfortable with.

I’m not one of those typical advisors, so let’s talk.