Targeted Financial Advisory
For individuals navigating complex financial decisions who want clear, thoughtful advice without engaging in full wealth management.
When information is endless, clarity is rare.
Most financial decisions don’t happen on a clean timeline.
You may be navigating a business transition, evaluating an investment, or trying to make sense of competing advice. You don’t need a long-term engagement yet, but you do need clarity.
This is where hourly advisory fits.
Where I Help
Tax planning and timing decisions
Equity compensation (RSUs, stock options, bonuses)
Cash flow and savings strategy
Investment structure and portfolio alignment
Real estate decisions
Business owner planning
Each conversation is unique and tailored to your priorities. The focus is always on clarity and next steps.
Focused, Strategic, and Connected to the Bigger Picture
Even in a single session, the goal isn’t just to answer a question, it’s to understand how that decision fits into your broader financial picture.
That means considering taxes, cash flow, investments, and long-term implications together, not in isolation.
You leave with direction you can actually act on.
A Simple, Structured Process
Hourly sessions designed maximize clarity and efficiency.
Initial Outreach
Share a brief overview of your situation.
Fit + Scope
Define the scope and outline focus areas.
Advisory Session(s)
Work through your situation with a structured, strategic approach.
Clear Next Steps
Leave with direction, not just information.
Not a substitute for comprehensive wealth management.
Hourly advisory is designed for focused, high-impact conversations. If you’re looking for ongoing investment management and integrated planning, you can learn more about that here.
For Ongoing Strategy, a More Integrated Approach
For clients looking for ongoing coordination across investments, taxes, and financial strategy, I offer comprehensive wealth management.
This provides a more proactive and integrated approach as complexity increases.
FAQs
Who is hourly advisory best suited for?
Hourly advisory is best suited for high earners, business owners, and individuals navigating a specific financial decision or transition.
This typically includes situations where you need clarity on a particular issue, want a second opinion, or are looking to pressure-test a strategy without committing to a long-term relationship.
It’s a good fit if your financial life has some complexity, but you don’t yet need ongoing investment management or fully integrated planning.
When should I choose hourly vs. full wealth management?
Hourly advisory is ideal when you have a defined question or decision and are looking for focused guidance.
Comprehensive wealth management is more appropriate when your finances require ongoing coordination across investments, tax planning, and long-term strategy.
Most clients move to full wealth management when they want everything working together consistently, rather than addressing decisions one at a time.
Do you work with clients outside Orange County?
Yes. While I am based in Newport Beach and work with many clients across Orange County, I also work with clients throughout California and select clients in other states.
Meetings can be conducted in person or virtually, making it easy to work together regardless of location.
What types of financial questions can we cover?
Hourly advisory is designed for high-impact conversations across a range of financial topics, including:
Tax strategy and planning for high-income years
Equity compensation, including RSUs and stock options
Real estate decisions and investment analysis
Business transitions or starting a new venture
Cash flow, savings, and planning structure
Reviewing existing advice or identifying gaps between advisors