Prioritize What Really Matters

Through intentional financial planning and investment management, we’ll help you make work optional.

Keep More of Your Money

The traditional wealth management industry prefers the AUM pricing model. In other words, they charge a percentage of your investment portfolio every year.

Which means their fee exponentially increases over time, simply because the stock market tends to go up over time.

Reflective Wealth believes in a simple and transparent flat fee for a clearly defined service.

As a result, our clients end up keeping more of their hard-earned money.

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Life Planning

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Investment Management

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Tax Planning

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Insurance Planning

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Estate Planning

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Ongoing Mentorship

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Wealth is about wellbeing. And money is an essential part of maximizing it.

I Was Just Like You

I spent years doing work that lacked meaning. My only motivation was a paycheck.

After nearly 15 years of all grind / no fulfillment, an aggressive cancer relapse inspired me to transform my life.

I decided I was done prioritizing my career over my family and my passions.

Thanks to intentional financial planning, I was able to withstand a pay cut to do work I love. My work now revolves around my lifestyle. And it hasn’t jeopardized a comfortable retirement later in life.

My mission is to share my experience and knowledge with others, so they can also stop putting their happiness on hold.