Policies & Ethics
Most people arrive here for one of three reasons: you're considering working with me and want to know what you're getting into, you're an advisor deciding whether to send me your people, or you're the careful one in the family doing your homework. Good. You should know how I work before you need me to work.
Everything is laid out below, sorted by what you're trying to figure out. Read as much or as little as you need — and where something has legal weight, the signed agreement is what governs, not the website.
How I think
The reasoning underneath everything — how I make decisions, where my boundaries are, and why both are built the way they are.
Start here if you want to know how I'll handle the hard moments before we're in one.
How We Work Together
The plain-language version (most people start here):
What working with me actually feels like, what I'll require of you, and how we decide who the "client" is — which matters more than it sounds, because it shapes how your confidentiality works.
Practice Policies
The full operational terms — confidentiality procedures, billing, scheduling, and exactly what happens if an engagement has to end. Thorough on purpose. Nobody should be surprised by the mechanics later.
For Advisors
Coming soon — ethical guidelines and best practices for the attorneys, wealth managers, and other practitioners who work alongside families in enterprise.