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35+ year corporate and technology executive career | Human Resources and Financial Systems | End-User Computing | CEO/Founder of MyFamilyPlan | Estate Organization and End-of-Life Planner I help individuals jump-start their financial and estate planning journey by helping them organize all the essential details of their life using the MyFamilyPlan Estate Planning Worksheet. MyFamilyPlan is a comprehensive Microsoft Excel workbook designed to support all your financial and estate planning needs. The workbook includes various worksheet tabs that cover essential items, providing templates, drop-down lists, dashboards, summaries, guidelines, instructions, checklists, reference articles, calculators, and easy navigation. MyFamilyPlan organizes all the details of your life in one place so should something happen to you, your Loved Ones, Executor, and/or Trustee will know exactly what to do. Much of what I do is facilitate the completion of MyFamilyPlan that includes the following: 1. Personal, Digital, and Home Security Details 2. Money Details such as Assets, Liabilities, Income, Life Insurance, and Social Security 3. Expenses and Bill Payment Details 4. Essential Estate Activities and Responsibilities – Home, Business, Children, End-of-Life 5. Estate Contacts 6. Funeral Pre-Planning and Postmortem Considerations 7. Legal Estate Documents 8. Retirement Planning Considerations 9. Unique Items such as Business and Relate Estate Details I offer 3 levels of service that are fixed price with deliverable that include a custom MyFamilyPlan Workbook, Activity Report with Suggestions, and a Tax Receipt: ➜ LEVEL 1 - Basic – Covers items 1 to 3 above - $1000 ➜ LEVEL 2 - Deluxe – Covers items 1 to 7 above - $1500 ➜ LEVEL 3 - Custom – Covers items 1 to 9 above - $2200 ➜ Annual // As-Needed Tune-Ups: o Level 1 Tune-Up - $300 o Level 2 Tune-Up - $500 o Level 3 Tune-Up - $750 I offer a $150 consultation that will be deducted from any of the above packages should you decide to proceed. This consultation can be used for Do-it-Yourself (DIY individuals that just need a Q&A session.  

Former Goldman Sachs equity derivatives strategist helping experienced investors build equity and options strategies around concentrated positions, growth objectives, and a deliberate appetite for risk. “His knowledge base is superb and exceptionally deep, yet he communicates every complex strategy with remarkable clarity and patience.” — Upwork client, Trading Consultation, 5.0/5 I work with founders, executives, and private investors who want a portfolio strategy shaped around their own objectives, capital, and constraints. You may be putting fresh capital to work, reassessing a concentrated portfolio, or comparing options structures to express a market view. My work covers: • Equity portfolio strategy: research, security selection frameworks, allocation, position sizing, and concentration analysis. • Options and derivatives: comparing directional, income, and hedging structures through payoff profiles, costs, volatility exposure, and capital requirements. • Independent portfolio reviews: examining overlapping exposures, correlations, leverage, liquidity, and downside scenarios. • International tax planning strategy: evaluating residency, ownership structures, and liquidity events alongside your tax and legal professionals. For investors pursuing aggressive growth, we make the trade-offs explicit: what needs to go right, where the strategy can fail, and which developments would justify reassessing it. A custom engagement can include a written portfolio framework, strategy comparisons, scenario analysis, and review criteria. We agree the scope and deliverables before starting. Begin with a focused consultation to explore one decision, or send a defined brief so we can scope a custom engagement directly. For ongoing relationships, scheduled quarterly consultations and written strategy updates provide a structured opportunity to reassess the approach. Any research or support between reviews is agreed in advance. Your assets remain with your chosen broker or custodian. You retain all investment decisions and trade execution; my role is research, analysis, and strategy consultation. Send me an Upwork message outlining your objectives, relevant holdings or exposures, and the decision you want help evaluating.

Hi, I'm a financial and data analyst passionate about providing data-driven insights for businesses. I can assist in developing financial models, performing cost analysis, budgeting, forecasting, as well as variance and market analysis. I'm fluent in R, Python, Excel, SAS, and SQL, and am FVMA certified. My goal is to help clients make informed financial decisions and achieve their business objectives. Let's work together to drive your business forward.

Chartered Financial Analyst | Certified Financial Planner 14 Years experience in investment management 5 Year Portfolio Management - Almeida Investment Management (Go CIO) 3 Years Associate Portfolio Manager - City National Bank 3 Years Fixed Income Consulting - Advisors Asset Management 2 Years Relationship Management - JP Morgan Chase 1 Year - Investment Sales - Gunn Allen Financial Skills Include: Financial Modeling, Cap Table Management, Fundraising, Investment Security Selection