Financial Planning Services
Financial guidance without the BS
We believe everyone deserves straightforward advice and a transparent easy-to-follow plan at a fair price.
Financial planning services
Financial guidance without the BS
We believe everyone deserves straightforward advice and a transparent easy-to-follow plan at a fair price.
Just some of the questions we help you answer
Will I have enough to retire comfortably?
Am I investing my money in the right places?
Am I making the right financial decisions?
Am I being as tax efficient as possible?
Should I be thinking abut Roth conversions?
When should I start taking Social Security?
Do I have enough to make a large purchase?
How should my financial plan change with unexpected circumstances?
How do I set myself and my family up for financial security?
Two ways we can work together
Flat-Fee Financial Planning Packages
You want a comprehensive plan that covers your entire financial picture
You want a trusted partner in all of your financial decisions
Hourly
Financial Advice
You have a single time-sensitive issue that you’d like help with
You want a second opinion on an existing financial strategy
What’s holding you back?
I want to get my finances in order BEFORE I call a financial planner
Many people feel this way – just like you want to be in better shape before you go to the doctor, or you want to pick up your house before the cleaners arrive. Everyone wants to put their best foot forward. But we’re NOT here to judge you.
We want to help you get your finances in order FASTER. We want to make it EASIER. We want to give you:
- access to strategies you may not have known about
- a professional to lean on for every decision
- a plan that connects ALL the dots of your financial picture
The sooner you start, the easier it will be to get on the right path toward long-term financial health and well-being.
Financial advisors are too expensive
Unlike most financial advisors, we don’t charge a percentage of your assets under management. Which means we don’t charge you more and more as your money grows. Our rates are fixed and transparent.
And if you are thinking of just handling your finances yourself? Multiple research studies show that working with a pro can mean a healthier bottom line AND a higher chance of long-term success.
I don’t have enough money to work with a financial advisor
It doesn’t matter if you have ten thousand dollars or ten million dollars. Everyone benefits from having a financial framework to navigate their financial decision making and everyone deserves access to independent, objective financial advice.
I’m worried I’ll choose the wrong financial planner
With over 300,000 financial advisors in the US, it’s easy to see why anyone would be nervous to make the wrong choice. Choosing a financial advisor is a very personal decision. You’ll (hopefully) be working with this person for years – even decades! You HAVE to find the right match for YOU.
That’s why we offer a free Inquiry Call AND a free Discovery Call to give you a chance to tell us about yourself, learn how we might work together, ask ALL of your questions, and make an educated decision about whether we are the right financial partners for you!
I’m waiting for the right time (new job, new home, marriage, election, etc.)
There isn’t an ideal time to start when it comes to financial planning. Life is full of uncertainty. You will NEVER have total clarity heading into this process – which is exactly why it’s beneficial for everyone – no matter where you are in life.
Planning helps you prepare for a wide range of outcomes so rather than wait for things to be perfect (which they never are) – jump in today.
There’s an old proverb that says: the best time to plant a tree was 20 years ago. The second best time is today. We couldn’t agree more.
What do our clients think about working with us?
These clients have not been paid or received any compensation for providing testimonials, and there are no material conflicts of interest.
Just some of the situations we help with
Sam & Allison are tired of overpaying
Sam and Allison like their advisor, but they are frustrated paying high fees based solely on the size of their portfolio.
Mark & Jenna are ready to leave corporate America
Will they have the ability to pursue their passions while still having enough to live the life they want and honor their financial commitments?
Noah and Avery are ready to retire
While Noah and Avery are excited about retirement, they are both admittedly nervous about no longer receiving a paycheck.
Are you ready to take control of your financial life?
Schedule your free Inquiry Call to get started toward finding your financial sanctuary.
- Learn how we can help
- Ask all of your questions
- Decide if we're a good fit