CFP®, MSc Behavioural Economics
Aria
Discovery & Client Counseling · 12 years in private client advisory
Fees
Availability
Accepting new clients
Turn off and the calendar shows a waitlist instead of open times.
Profile bio
Toolkit
How Aria works
The tools this specialist runs, the plan templates they start from, and real examples of the work.
Aria's tools
Intake completeness check
Computes missing fields blocking a full plan.
Net worth statement
Computes assets less liabilities, by tier.
Priority triage matrix
Computes which specialist the file needs first.
Plan templates · 2026 figures
Baseline assessment
Full intake read: position, gaps, and the specialist running order.
Life-event re-baseline
Re-runs the assessment after a move, birth, marriage or job change.
Case studies
Dual-income family, three competing goals
Situation: Household earning $196k with a mortgage, two education goals and no written plan.
Work: Built the net worth statement, found a 4.1-month emergency buffer and ranked goals by cost of delay.
Outcome: Debt and tax went first; education funding was staged behind a full 6-month buffer.