This is a free 45-minute conversation — not a sales pitch. We'll get to know each other, talk through your financial picture, and decide together if working together makes sense.
⏱ 45 minutesNo obligationVideo call
WHO WE WORK WITH
You're in the right place if...
Your household income exceeds $150,000 or your net worth is above $500,000
You have RSUs, ISOs, stock options, or other equity compensation you want to optimize — or you're not sure what to do with it
You want one dedicated CFP who knows your full financial picture — not a rotating team, not a chatbot
You're looking for proactive, ongoing financial guidance — not a one-time plan that sits in a drawer
You're ready to invest in your finances, not just think about it
No commissions. No percentage of your assets. Just advice that's actually on your side.
Most advisors charge a percentage of everything you own — so their fee grows as your wealth grows, whether or not they did anything. We don't work that way.
Flat Monthly Fee
You pay a fixed amount each month. Your fee never grows just because your portfolio does.
One Dedicated CFP
You'll always work with Ross — not a team, not a junior advisor. One person who knows your full picture.
Fiduciary Always
As a CFP® and fiduciary, Ross is required to act in your best interest — not sell products that pay him more.
WHAT HAPPENS NEXT
Three easy steps to get started
1
Book Your Call
Pick a time below — it takes about 2 minutes. You'll get a confirmation with a video call link.
2
Answer 3 Quick Questions
Before we meet, you'll answer a few short questions so Ross can review your situation in advance. No prep needed on your end.
3
Your 45-Minute Intro Call
We get to know each other, walk through your financial picture, and discuss whether working together makes sense. No pressure, no pitch.
Our plans start from $300/month — a flat fee with no commissions, no AUM percentage, and no hidden costs. We'll discuss which plan fits your situation on the call.
Before you book, answer 3 quick questions
IN ONCEHUB
These questions appear inside the booking flow after you pick a time. Ross reviews your answers before the call so you can skip the small talk and get straight to what matters.
↑ OnceHub scheduling widget loads here (existing embed — no changes needed)
Not ready to schedule yet?
That's completely fine. Start with our free equity compensation guide — it covers RSUs, ISOs, tax strategies, and what most professionals don't realize about their company stock.