Tailored advice for modern lives.

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Illustration of a person with curly hair doing a handstand on a pink paper, wearing a hat and outfit with leopard print accents.

Hi, I'm Matthew. I help professionals take the mental load of complex finances off their plate. Reaching your income goals brings a new type of work, from managing K-1s to optimizing equity compensation. I provide a grounded, flat-fee partnership to help you clear the clutter and align your money with your values.

Most financial advice is still geared toward retirees or the ultra-wealthy, leaving many without a clear place to turn.

When your financial picture suddenly changes.

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Maybe you are an attorney dealing with a partner buy-in, facing a sudden liquidity event, or managing the intense financial realities of chronic illness. I get it. Life throws complicated curveballs, and handling the money side alone drains the time and energy you need for your career and family. That is exactly why I cap my practice. I step in to handle the mechanics so you don't have to.

Working With Me
Working With Me

Advice built for peak earning years.

The financial industry was built for retirees, but your needs as a high-earning professional are entirely different. I offer two clear paths: a quick Clarity Session to solve an immediate headache, or an exclusive, ongoing partnership to take wealth and tax management completely off your hands.

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Explore Services
Explore Services
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More about me, the nerd behind the desk.

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I am a financial planning nerd. Hard stop. I actually love the mechanics of this stuff so much that I teach it to the next generation of advisors as an Adjunct Professor for the University of Illinois (UIUC). I also help write official exam questions for the CFP Board and occasionally speak at industry conferences like NAPFA.

But at the end of the day, my absolute favorite place to be is right here at my desk, geeking out over tax optimization and wealth strategy for my clients. The most rewarding part of my work is taking the mental load of complex finances completely off your plate so you can focus on your family and your career.

I live in the Chicagoland area with my wife, our two kids, and our dog. We are pretty much obsessed with them. My favorite dish to cook for the family is carbonara. When I am not at my desk, at the front of a classroom, or in the kitchen, you can usually find us out enjoying everything the city has to offer.