You’ll love us if…
- You need a Total Financial Makeover (kill debt & invest)!
- You’re in your 30s-50s and don’t want to work until you’re 65
- You’re in your 60s and think you’ll have to work until you die
- You’re working until 65 but want the best retirement possible
- You want a mentor, to understand your current investments and fees
- You want a clear, personalized, precise guide/roadmap to your financial independence or retirement date, not a rough metric
Let’s calculate your retirement (or financial independence/FIRE) date and build the roadmap to make it happen!
We currently have just 10 new client openings
We’re different – very different! We formed our inexpensive, ethical, flat-rate fee-only fiduciary investment advisor/retirement planning company to help those who want an early exit from the hamster wheel (FIRE), or need to make up for lost time in preparing for retirement, their children’s education, and other life goals.
- One-time retirement/life/investing/FIRE plans – your roadmap to the rest of your financial life and goals
- Virtual, private education/mentoring on investing, FIRE, retirement planning, and many other personal finance topics
- Asset management – we do this cooperatively with you and mentor you
- One-off meetings/projects for a very low hourly charge
- Keeping your fees (and the fees for funds you’re invested in) ultra low, so that every possible dollar goes toward your investment growth.
- Keep your investments simple and easy to understand – you may want to take the wheel at some point, and avoid advisor fees altogether.
- Ensure that your investments are in line with your own personal risk tolerance, income needs, and timeline, so you can sleep well!
- Not casting you aside because you don’t have $500,000 or $1,000,000 to get started.
We are veteran-owned! See the common questions/answers on this page, our FAQ page, and our Rates page for further detail. We look forward to working with you!