We’re an AFC®, a higher standard than CFP®, because it requires expertise in all of personal finance, not just “planning.”
Advice-Only. Flat-Fee. Fee-Only. Fiduciary. Honest. Ethical. Transparent. Inexpensive.
We answer your phone/email/text-even on nights and weekends! We’re there for you, always.
We’re different – very different! We formed our small personal service company to help those who are tired of getting bled out by high fees and confusing/losing portfolios, or 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.
Who else has transparent, up-front and understandable pricing? We don’t bleed you out on hidden AUM rate-table fees from your investment account!
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!
You’ll love us if…
- You want to understand more about personal finances, so you don’t have to always pay someone for advice
- You want someone that will always answer the phone, texts, or emails promptly, even on evenings, weekends, and holidays!
- You want a clear, personalized roadmap for financial independence or retirement, not a rough metric
- You want to know the actual date you can safely retire or be financially independent
- You’re in your 30s-50s and don’t want to work until you’re 65
- You think you’ll have to work until you die
- You want the best retirement possible
- You want a mentor to help understand your fees and investments (do you, currently?)
- You need strategic tax planning (forward looking) not tax preparation (backward looking)
- You want inexpensive, comprehensive, year-round financial guidance, mentoring, and advice
We currently have just 4 new client openings for this year.