Services

What I Do.
And How.

Two decades of high-stakes finance. Offered freely to two people a month.

I do not
charge for
this.

I am a full-time finance professional. I do not take on paid advisory engagements on the side. There is no fee, no retainer, and no invoice.

What I offer instead is two weekend sessions per month, to two people whose situations I find genuinely interesting. I review your financial position, give you my honest assessment, and tell you what I would do in your place. Then I walk away. You keep the advice.

This is not a business. It is a commitment to using what I know in a way that actually helps someone.

What This Is

Finance is not
a DIY project.

Social media has reduced the complex world of financial instruments to something that looks like a simple weekend project. It is not. Consider the parallel with your health. You can read about nutrition, macros, supplements, gut health, strength and cardio. Being informed is useful. But when something is seriously wrong, or when the stakes are high, you see a specialist. Not a fitness influencer with a YouTube channel. A specialist.

Your financial life is no different. Awareness of basic principles is good. Outsourcing the analysis of your entire financial position to reels and social media posts is not a strategy. It is a gamble dressed up as discipline.

Two sessions a month is a deliberate limit. It keeps this honest. If I took on more, the quality of thinking would drop and this would stop being useful. So I keep it small, selective, and serious.

What I Cover

In a session, I work through your complete financial picture. This is not a quick chat. It requires complete disclosure from you and structured analysis from me. What follows is a plain-English assessment and a set of clear recommendations.

01
Complete financial mapping
Every bank account, investment account, real estate holding, insurance policy, vehicle, precious metal, income source, known liability, and anticipated future obligation. If it touches your money, it belongs in the picture.
02
Asset allocation review
What you own, why you own it, whether it is the right thing to own given your actual goals and time horizon — rather than what someone sold you.
03
Tax exposure assessment
Where you are paying more tax than you should and how to structure differently going forward. This is often where the biggest gains are.
04
Insurance coverage review
Whether what you hold is appropriate, overpriced, or inadequate. Most people are either over-insured in the wrong areas or dangerously under-insured in the right ones.
05
Written financial plan
A structured document with a clear path of execution. Not a slide deck. An actual plan you can act on.
06
Second opinion
Already working with an advisor? I will review their recommendations and tell you whether they are in your interest or theirs.

How It Works

Weekends.
Two people.
Full attention.

I review applications during the week and confirm the two weekend sessions by Friday. Sessions happen over video call. Preparation takes place before the call — you send me your complete financial picture in advance so the session is spent on analysis and recommendations, not data collection.

01
You apply
One paragraph. Your situation, what you are trying to solve, your approximate annual income, and the rough scale of assets involved.
02
I assess fit
Within 72 hours on working days. If your situation is one I can add genuine value to, I confirm a weekend slot.
03
You prepare
I send you a structured input template. You complete it fully and send it back before the session. Incomplete inputs mean a forfeited session.
04
We meet
A focused weekend video session. I walk you through my assessment, my recommendations, and the reasoning behind each one. You ask questions. I give straight answers.

A Standard I Am Bound By

An obligation,
not just a
principle.

CFA Institute Code of Ethics

As an active CFA charterholder, I am bound by the CFA Institute's Code of Ethics and Standards of Professional Conduct. This is a formal, enforceable obligation that comes with the designation — not a marketing statement.

That obligation requires me to act with integrity, competence, diligence, and respect. It requires me to place the integrity of the investment profession above personal interests. It requires me to maintain and develop professional competence and refrain from conduct that would bring discredit to the profession.

In a market where most people offering financial opinions operate without any enforceable ethical framework, this matters. You are not relying on my word alone. You are relying on a code that has governed the global investment profession for decades.

Two sessions a month.
Apply and see if you qualify.

One paragraph is enough. Tell me what you are trying to solve and I will tell you whether I can help.

Apply for a session →

Two sessions a month. Free. Apply for one →