Services
Ongoing Financial Advisory
Long-term advisory that evolves with your career, your markets, and your life.
Overview
Financial planning isn’t a one-time event. Markets shift, tax laws change, airlines update their benefit packages, and your life evolves. I provide ongoing, proactive advisory that adapts with you.
What’s Included
- Regular review meetings — Formal reviews at least twice per year, plus access anytime
- Proactive adjustments — I don’t wait for you to call. When something changes that affects your plan, I reach out
- Benefit monitoring — I track changes to your airline’s retirement and benefit packages
- Life event guidance — Marriage, divorce, new children, home purchases, inheritance — I’m here for all of it
- Professional coordination — I work with your CPA, estate attorney, and insurance providers
Why Work with Me
You get clarity, accountability, and a trusted advisor who understands the realities of airline life. I’m not a call center or a robo-advisor. I’m one person who knows your situation, your goals, and your family — and I’m in it for the long haul.
Frequently Asked Questions
How often do we meet?
At minimum, we have formal reviews twice per year. But I'm available year-round for questions, life events, or market concerns. Pilots' schedules are unpredictable — I work around yours.
What happens if the market drops significantly?
I proactively reach out during major market events — not to make panic changes, but to reassure you that the plan accounts for volatility. If adjustments are warranted, I'll explain exactly what and why.
Can you coordinate with my CPA and estate attorney?
Absolutely. I work alongside your existing professionals to ensure everyone is aligned. Financial planning, tax strategy, and estate planning should work together — not in silos.
Ready to Talk About Ongoing Financial Advisory?
Let's have a conversation about how this fits your situation.