Financial Consulting
for professionals
Financial planning without the used car salesman vibe... just real advice for what matters most to you.
my services
Ongoing Consulting
We start by working on what's most important. Throughout the year, I help you manage your finances with precision.
Projects
Focused 3-6 month engagements guiding financial decisions like home buying, tax planning, investing, and more...
Investment Management
Not selling mutual funds for commission lol...
Really managing your investments.
Ongoing Consulting
to financial indpendence
for Self-Employed & Single Member LLCs
navigate variable cash-flows
paydown debt
forecast future income
analyze business investments
optimize work benefits
plan for big purchases
minimize taxes
monitor progress
future-proof your business
clarify your vision
prepare for risks
adapt for life changes
Projects
Best for W2 Employees, Families in PERS, and Single Member LLCs just starting out.
Start a Business
A 6-9 month engagement for your million dollar idea. I'll help you select a business entity, create a contingency plan, forecast cash flows, analyze investments, and more.
Launch
A 3-6 month engagement, with a focused analysis of the key financial elements that define success early on in your career. Best for professionals under 40 years old.
Navigate
A 3-6 month engagement, geared towards reducing taxes, optimizing your investments, and planning for retirement. Best for professionals over 40 looking to build wealth.
Life Change
Getting married? Having a baby? Taking care of a parent? A focused engagement to help you navigate a life change.
Buy a Home
Helping you through the entire process. Create a savings plan, calculate affordability, and navigate the mortgage market.
Debt Paydown
Create a debt paydown plan and free yourself from credit cards and personal loan debt.
Student Loans
Analyze Income Driven Repayment options and Public Student Loan Forgiveness.
Investment Management
Getting Started
1. Schedule a Consultation
Schedule a 30-minute initial consultation. In that meeting, we'll discuss what you’re looking for in a financial advisor, what it’s like to work with Voyage, and answer any questions about our planning and investment approach.
2. Initial Consultation
No preparation is required. We'll get to know each other and understand your priorities. If it seems like a good fit, I’ll recommend a complimentary “Get Organized” meeting to clarify your goals and priorities.
3. "Get Organized"
Before I offer any recommendations, we'll map out your entire financial picture in one secure client portal. You'll also gain access to Voyage's library of resources.