Most financial advisors talk about "Holistic Financial Planning" long enough to put themselves to sleep.

I don't do "Financial Planning" so much as "Financial Doing" for my clients.

I don't print off 40 page plans that tell you "you should do a Roth Conversion" - instead I review your tax return and tell you exactly how much you should convert to Roth. Then I do it for you.

I don't tell you "You should consider getting your estate plan done" - I help you find an attorney in your zip code, schedule the appointment, and make sure your trust gets funded with your assets.

And I don't spend hours in meetings going over investment minutia that nobody asked for and no one will remember - instead I monitor and rebalance your investments for you while you're living your best life so you're not bogged down with investment decisions you're trying to delegate in the first place.

I focus on claiming social security not by letting a calculator dictate your spending (that calculator will ALWAYS tell you to delay until 70), instead I focus on maximizing the best years of your life and tell many clients to claim early.

So if you're tired of financial advisors that show you mountain charts and call you to discuss stock transactions (if they call you at all) and and tell you to call your CPA or attorney for anything remotely helpful we will probably get along great.