Planalto offers guidance on retirement timing and cash flow, tax planning, Social Security and Medicare planning, and investment management via hourly, planning only, and comprehensive engagements.

Getting started is simple. Reach out through the contact form or schedule a call, and we’ll discuss the next steps and answer any questions along the way.

There is no expectation that your finances are perfectly organized or that you have all the answers, the introductory conversation is an opportunity to ask questions and see whether working together would be helpful.

I founded Planalto with the desire to offer a higher level of planning, going beyond the numbers and helping to uncover how to employ financial assets to enjoy meaningful lives. I chose a flat-fee structure for clarity and better alignment. My specialty is in working with Brazilian-American families and the unique opportunities and challenges they face.

You can reach me anytime via the contact page or email. I aim to respond within one business day.

I offer hourly engagements for $150 per hour, basic planning engagements for $2,400, advanced planning for $5,000, and comprehensive planning and investment management starting from $10,000.

I do not receive commissions for selling products.

I am currently living in Brasilia, Brazil, and thus engagements will be virtual for the time being.

I strive to provide a judgement-free environment to help you achieve your goals, whatever they are. I believe there is a balance between planning for the future, and enjoying the assets you spent a career saving.

Because I don’t receive commissions, I am able to recommend solutions based on how they impact your goals and not based on economic benefits to Planalto, and there is no pressure to utilize a product or solution you don’t want.