Working with Thomas

Thank you for coming to my personal blog. Financial planning is a huge passion of mine, and I love using this site to help educate others in their  30s, 40s, and 50s on relevant topics.

Let’s face it, in your 30s, 40s, and 50s you face numerous life changing decisions, many of which directly impact your financial well-being. And that’s why we’re here. Trying to find the right answers is never as easy as a Google search. The internet’s full of information and it’s hard to determine what’s credible and what actually applies to your life. WE will help bring you the information so you can make the best decisions for your family.

If you have enjoyed reading and would like to see if working with me would be a good fit, below are details for working together:

Typical Clients
We work with high income people in their 30’s-50’s who want a partner in their financial life. They typically are:
  • Business owners
  • Highly compensated employees with equity compensation
  • Rental owners
And they want someone who is there for them whenever they need it.
Fee Structure
Our fee structure for ongoing is:
  • $1,000/month
  • $1,500/month for more complex situations
Our fee structure for a financial plan-only model is:
  • $8,000
  • $12,000 for more complex situations
Get started on the path to financial freedom.
Apply to Work with Thomas