Why I Don’t Charge Hourly to Help Business Owners Grow
Why I Don’t Charge Hourly to Help Business Owners Grow
What if you could have one partner for both your investments and your business strategy?
You’re likely juggling decisions about your company, your wealth, and your future all at once. But when your advisors only see one piece of the puzzle, their advice can fall short.
Founders and business owners like you don’t think in compartments. Your personal net worth is tied to your company. Your financial goals are tied to your business milestones. Yet, most advisors treat these as two separate conversations. You’re either paying an hourly consultant who doesn’t know your balance sheet—so their ideas lack financial context—or you’re working with an investment manager who never asks about your customer acquisition cost—so their strategies don’t reflect your business reality.
That’s why I do things differently.
One Fee. Full Alignment. Zero Clocks.
Instead of charging by the hour or sending invoices for every consultation, I manage your investments under an Assets Under Management (AUM) fee. That same fee covers my time to help you grow your business. You get business strategy, financial planning, and investment management—all in one.
The result? You don’t pay extra to think out loud. You don’t hesitate to call with an idea. You get full access to someone who sees your personal and professional picture clearly.
Why Do It This Way? Because It Aligns Our Incentives.
When your portfolio grows, my business grows. When your company faces a fork in the road, I’m already familiar with the landscape. I’m not just a consultant-for-hire or a traditional advisor checking in once a quarter. I’m in the trenches with you, building toward something real.
What You Get:
• Investment oversight tied to your long-term vision
• Business advisory support on demand
• One flat fee, no hourly clock
• A partner who understands the founder's journey from every angle
Real Example:
A client was preparing for a liquidity event. Because I managed both their personal investments and knew the ins and outs of their business, we pre-planned the exit over the course of 18 months. The result? A smarter tax strategy, a smoother operational transition, and over $500K in additional capital preserved.
How to Start:
If you like the idea of having one person helping you grow everything you've built—without worrying about how many minutes a call takes—let’s talk. It starts with a conversation. And it stays that simple.
Leave the hourly model behind.
Choose aligned advice instead.