Simple, transparent pricing — and no commissions, ever. Reach out with any questions.
A financial plan is one of the most under-appreciated tools in personal finance. Many people focus on tackling one or two aspects of their financial life with little to no regard as to how they tie together or neglect critical aspects altogether.
Once a plan is established and implemented, there are two things virtually guaranteed to change over time: the performance of your investments and your life circumstances. A plan is a living document that we continue to refine and adjust over time.
Sometimes you have questions that go beyond our typical client work. The Hourly Consultation option gives ongoing clients the opportunity for an in-depth analysis/discussion in between meetings.
Do you need a financial professional to speak at your company, group or at an event? Topics include general investment education and strategies, credit utilization, real estate investing, risk management, debt repayment, and numerous other topics. If you have a question as to if we’d be a good fit, don’t hesitate to reach out.
Our Form ADV Part 2A & 2B covers our services, fees, and advisors in full. Updated March 30, 2026.
We follow the CFP® Financial Planning Process: three initial meetings as part of the Comprehensive Financial Plan, then adjusting that plan over time as your situation and investments dictate.
Establishing and defining the client-planner relationship.
Gathering client data including goals.
Analyzing and evaluating the client’s current financial status.
Developing and presenting recommendations and/or alternatives.
Implementing the recommendations.
Monitoring the recommendations.
