You're confident in your work. Your finances should feel the same way.
Six sessions. A clear picture of your financial trajectory, a system that runs itself, and the confidence to manage your money without handing it off to someone else.
Book a free consultation →From a recent client
“I gained a sense of autonomy around my finances that I didn't have before.”
— Pedro Otero, Director of Technology Operations
Read more →
Why this is different
Most financial advisors charge a percentage of your assets every year, deducted directly from your portfolio. Most clients have no idea what they're paying. It's not designed to be visible.
The model has a structural problem. An advisor's revenue grows every year you stay, regardless of what their advice is actually worth. Their incentive isn't to make you financially independent. It's to keep you coming back.
You can outperform a financial advisor with the right framework. That's what this program builds.
Who this is for
Built for high performers at every stage.
Most high performers have more financial potential than they realize. They just haven't had the time or the right framework to see it.
The program
Six sessions. A financial system you build, understand, and own.
Each session builds on the last: foundation, strategy, execution. One hour each, fully 1:1.
Sessions 1–2
Foundation
Your values, your financial baseline, and your long-term trajectory. What does financial independence actually mean for you, and where do you stand today?
Sessions 3–4
Strategy
A spending plan built around your life. Then debt and investing: which accounts to prioritize, in what order, and how to think through the tradeoffs.
Sessions 5–6
Execution
Your money pipeline, designed and automated. Every dollar has a destination the moment your paycheck lands. By the end of Session 6, the system is running.
By the end, you'll have:
$3,000 flat fee, billed once. Not a percentage of your portfolio charged year after year.
Payment plans available. Ask about it on the consultation.
About Keith
A data scientist's approach to your financial life.
I'm Keith. I'm a data scientist by training, and the whole time I was building my career I was thinking about how to build a life with real flexibility: work on things I care about, prioritize my family and friends, and travel when I want.
Understanding personal finance is the fastest path to that. The math isn't complicated, but most of what the financial industry teaches you is shaped by incentives that have nothing to do with your interests.
Personal finance is personal. The numbers matter, but so do your values. When you can see your financial trajectory and understand how it connects to the life you want, money stops feeling like a source of stress and starts feeling like a tool.
Testimonials
From the first session, Keith shaped the course around my specific financial situation, future plans, and attitude toward spending. Rather than focusing on minor optimizations, Keith emphasized the changes that meaningfully impact long-term financial trajectory while removing stress around decisions that don't add up in the long run. We implemented several asset structure optimizations that will have a multi-million dollar impact on my net worth at retirement. The biggest impact, though, was in my mindset around spending. Keith challenged me to think more expansively about how I can use money to improve my life, rather than constantly trying to maximize savings. I'm leaving the course with much more confidence in the factors that will have the highest impact on my financial future, and feeling comfortable spending money on the things that actually matter to me.
Patrick Geitner
Machine Learning Engineer
I went into this course convinced that any debt had to be paid off before even thinking about saving money or investing, and I thought about my student loans every day. After going through the math on tax-advantaged investing, I reworked my spending plan to increase my investment allocations and I'm now on track to have over $1 million more by retirement. I went from feeling like my hands are tied due to debt, to feeling secure about my long-term goals. I really appreciated how the focus wasn't strictly about making the most money or saving the most money, but giving me the tools to make the best decisions for what I want my future to look like. I gained a sense of autonomy around my finances that I didn't have before.
Pedro Otero
Director of Technology Operations and Strategy
Working with Keith has fundamentally changed the way I think about money and approach career and financial decisions. As a first-generation physician early in my attending career, I realized there was a lot I had never been taught about wealth building, investing, and long-term financial strategy. Keith helped me better understand which financial decisions truly have the greatest long-term impact and how to align my finances with the life I want to build. He also has a way of making complex financial concepts visually simple and easy to understand. The systems we created and tasks he gave me helped streamline my savings and investing in a way that finally felt manageable within a busy physician schedule. I now feel far more confident and intentional about my financial future.
Bridgette Wamakima
OB-GYN Attending
Ready to take control of your finances?
Book a free consultation. You'll get a sense of the program, ask any questions you have, and see if it feels right.
Let's talk →