The Styra difference
Every decision is coordinated because one advisor handles all of it.
How we work together
Both include tax planning, financial planning, and ongoing support. The difference is whether you want me managing your investments or you prefer to handle that yourself.
The full picture
Financial planning and investment management, all handled by one person. This is the full Styra experience: your plan and your portfolio coordinated under one roof.
Planning + tax, you invest
Financial planning and ongoing support for people who want a clear strategy and accountability but prefer to manage their own investments.
Most clients also work with us on tax preparation, coordinated under a separate agreement so your return and your plan always reflect the same strategy.
Year-round support
We organize our work into focused seasons so nothing gets overlooked. We meet quarterly, and work behind the scenes the rest of the time.
Investment Management • On-demand advice & consulting • Tax Preparation
Getting started
A free intro call to understand your situation, your goals, and what's on your mind.
Investments, tax strategy, cash flow, insurance. One clear roadmap tailored to your life.
Life changes. We update the plan, adjust your tax strategy, and rebalance so you stay on track.
The hardest financial skill is to get the goalpost to stop moving.
Morgan Housel
If you want everything handled in one place, Wealth Management is the right fit. If you prefer managing your own investments but want a tax and planning partner, Financial Planning is the way to go. The intro call is designed to figure that out together.
Professionals with high income, complex benefits, and big financial decisions ahead. People who want their tax, investment, and planning strategy handled in one place.
No. I work with clients across the country. All meetings are virtual unless you're local to Phoenix and prefer in-person.
Yes. I'm a fiduciary at all times, and Styra is a fee-only firm. No commissions, no product sales, no conflicts of interest.
Yes. I'm a CPA and offer tax preparation as a separate engagement. Most clients work with me on both their taxes and their financial plan, which keeps every decision coordinated.
Pricing depends on complexity and the engagement model. I'm transparent about fees from the first conversation. No surprises, no hidden costs.
Every part of your financial life is connected. They deserve to be put together with intention and care.
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