No rush
Someone to hold the follow-through.
You know what to do. Doing it is the hard part.
How Andrew works
Fee-only fiduciary
Paid by clients, not commissions.
Advice, not coaching
Financial planning guidance.
One point of contact
Works with your CPA and attorney.
Who this is for
No time
Everyone relies on you. Your money waits.
A hard season
Life changed. You’re the one now.
Putting it off
We start with one statement.
Scattered accounts
Old 401(k)s. Old beneficiaries.
Most people know what to do. The gap is the doing.
Wall Street training. Monastic steadiness.
25+
years advising clients
Wharton
MBA
35+
years of meditation
Includes time as a monk. Based in Scarsdale, NY. Works by video.
Questions
What does fee-only fiduciary mean?
Andrew is paid only by his clients, not by commissions, and is bound to act in their best interest. See Form ADV Part 2A and Form CRS for details.
Is this coaching or therapy?
No. This is financial planning guidance, not coaching or therapy.
How is Andrew paid?
See Form ADV Part 2A and Form CRS, available on request.
Do I decide anything on the call?
No. You choose what happens next.
You don’t have to look at all of it at once.
Choose a time