Building Your Nest Egg

We focus on maximizing your long term net worth and ongoing financial resiliency by creating a low-cost, tax-optimized, and sustainable process to address all your financial planning needs.

We may cover any of the following items:

Tracking your spending and determining an optimal target
Evaluating different savings options such as 401Ks, HSAs, ESPPs, other employer equity, 529s, etc.
Determining options for Roth IRA contributions, back-door Roths, after-tax 401K contributions, and Roth IRA conversions
Rolling over old retirement accounts and unifying disparate and unnecessary ones
Asset allocation for your investment portfolio
Tax loss harvesting opportunities
Life and umbrella liability insurance coverage
Student loan payoffs
Donor advised funds
Trusted contact and limited agent considerations for your financial accounts
Up-to-date beneficiary designations and will
Protection from investment scams

The fee for this service is $500 and includes 90 days of follow-up financial planning. You can get a sense of my financial planning approach here.

Questions? Get in touch

What are clients saying?

The Retirement-Readiness service was just what we needed to answer our questions about planning for retirement.

We were a bit stressed about our (lack of) financial planning but Jimmy put us at ease and showed us a way forward… thanks.

Jimmy made it simple and understandable for us.

We found the meeting very helpful, and appreciated your ability to be clear, concise, practical and look at a number of different perspectives, providing contrasting ways of looking at things. It was just what we needed.

We had questions about our financial advisor and Jimmy gave us an unbiased assessment that was quite helpful and turned out to save us a lot of money.

Jimmy understands how stressful money is to most of us… he thinks creatively and explains it all clearly.