Some financial decisions are too important to figure out alone.
A divorce. A real estate investment. A business sale. An equity compensation event. These are the moments that define your financial life for years. Katherine dives deep into the specifics of your situation, builds the analysis, and gives you a clear picture of what your options actually mean before you decide anything.
Begin the Conversation →Specific situations that warrant deep, focused analysis.
Pre-Divorce Financial Analysis
Understanding the full financial implications of a settlement before you respond to your attorney. Katherine builds a clear picture of what each scenario actually means for your long-term financial life.
Real Estate Investment Analysis
Short-term rental, investment property, or a primary residence with tax implications. Katherine models the cash flow, the tax impact, and how the purchase affects your overall financial picture.
RSU and Equity Compensation Planning
A vesting event with no plan is an expensive mistake. Katherine analyzes your equity compensation, models the tax consequences of different selling strategies, and helps you make a decision you understand.
Estate Plan Review
You received documents from your attorney and are not sure what they mean or whether they are complete. Katherine translates the financial implications and tells you what questions to take back to your attorney.
Retirement Readiness Assessment
A clear, data-driven answer to the question: am I on track? Katherine builds the projections, stress-tests the assumptions, and gives you a real picture of where you stand.
Business Transaction Review
A buy-sell agreement, a business acquisition, or a partnership structure with financial implications you need to understand before you commit. Katherine reviews the numbers and tells you what they mean.
A focused, time-defined project with clear deliverables.
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01
Intake and Scoping
Katherine reviews your situation in detail before the engagement begins. You will know exactly what the analysis will cover, what documents are needed, and what you will have at the end.
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02
Deep Analysis
Katherine builds the models, runs the projections, and stress-tests the assumptions. Every engagement is built from scratch around your specific situation, not a template.
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03
Clear Presentation of Findings
You receive a clear, written summary of findings and recommendations that you can actually use. Not a spreadsheet you have to interpret on your own. A real answer to the question you came in with.
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04
Follow-Up Access
After the presentation Katherine is available for follow-up questions as you move forward with your decision. The engagement does not end the moment the presentation is delivered.
Reserved for situations that warrant the depth.
This service exists for clients whose situation is genuinely complex. The minimum engagement exists because meaningful analysis takes time, and shortcuts do not serve anyone well.
Fee Structure
Hourly rate with a minimum engagement. Fee details are discussed during an initial conversation.
What Is Included
Deep analysis, written findings, a clear presentation of recommendations, and follow-up access after the engagement.
Not the Right Fit
Clients looking for a quick second opinion or a simple answer are better served elsewhere. If that is your situation Katherine will tell you honestly at the outset.
What people ask before starting a project engagement.
How do I know if my situation is complex enough for this service?
If you are facing a financial decision with significant long-term consequences and you do not have a clear picture of what your options actually mean in dollar terms, it is complex enough. Pre-divorce analysis, a real estate investment with tax implications, an RSU vesting event, a business sale: these are exactly the situations this service is built for. If you are unsure, reach out and Katherine will tell you honestly whether it is a fit.
What do I receive at the end of the engagement?
A clear written summary of findings and recommendations that you can actually use. Not a spreadsheet you have to interpret on your own. Katherine presents the analysis in plain language and walks you through what it means for your specific situation and what she recommends you do next.
How long does a project engagement typically take?
It depends on the complexity of the situation. Most engagements are completed within two to four weeks from the time all documents and information are received. Katherine will give you a realistic timeline at the outset so you know what to expect.
Can this engagement lead to an ongoing relationship?
Yes. Many clients who start with a project engagement transition into the Comprehensive Wealth Management service or the Business Owner Advisory retainer. If Katherine sees that an ongoing relationship would serve you well, she will say so. There is no pressure and no assumption that one engagement leads to another.
I am going through a divorce. Can Katherine work alongside my divorce attorney?
Yes. Pre-divorce financial analysis is one of the most common project engagements Katherine takes on. She works alongside your divorce attorney to make sure you understand the full financial implications of any settlement before you agree to it. Katherine is not an attorney and does not provide legal advice, but she ensures the financial picture is clear before any legal decisions are made.
What information do I need to provide to get started?
It depends on the engagement. For a real estate analysis Katherine will need details about the property, your current tax situation, and your overall financial picture. For an RSU analysis she will need your equity compensation plan documents and vesting schedule. Katherine will tell you exactly what she needs after an initial conversation, before any commitment is made.
The right analysis before the wrong decision.
If you are facing a financial decision that is too important to get wrong, this is where that conversation starts. Katherine will ask about your situation and tell you honestly whether this engagement makes sense.
Begin the Conversation →