Tax-smart retirement planning: Affordable expertise, tailored solutions.
Flat-fee planning now. Hourly help when you need it later.
Frustrated by traditional financial advisors?
How we’re different:
Pay only for the time you need.
No ongoing fees. No investment management fees. Just expert financial advice when you need it.
Keep your accounts wherever you want.
We don’t manage your money – we help you manage it better. You stay in control.
Retirement planning with purpose.
Focused support to help you make smarter decisions before and during retirement.
Tax-smart strategies.
Legally minimize taxes and keep more of your money for what matters most.
Fee-only, no commissions.
We do not accept commissions, referral fees, or any form of compensation based on our recommendations – ever.
Always a fiduciary.
Bound by law and ethics to put your interests first – always.
Available virtually.
Expert financial advice, delivered virtually. It’s how we work – with flexibility, convenience, and no office visits required.
Who we serve
People who want to enjoy retirement on their terms.
You may feel a bit uncertain, and a little overwhelmed, on how to accomplish this plan. That’s where we come in.
Together, we’ll develop a plan of action that leaves you feeling excited, confident, and in control of your future.
How we help
Flat Fee Financial Planning Services
You want to achieve your retirement dreams with confidence and clarity. The Flat Fee Financial Planning Services engagement can provide you with a complete financial design – delivered by a CERTIFIED FINANCIAL PLANNER® professional.
This is a one-time investment, with the option for hourly support as your needs evolve.
You’re likely a good fit if you:
- Feel like your finances are getting too complex to understand how everything works together.
- Sense that you may not know everything you need to know to avoid making a big mistake.
- Value a planning philosophy focused on finding a safe strategy to help you move forward.
Hourly Financial Advising Services
You want to feel confident that your retirement roadmap still fits your life – and that you’re staying on track as things change.
The Hourly Financial Advising Services engagement is designed for returning clients who want ongoing guidance and peace of mind – without committing to ongoing fees.
You’re likely a good fit if you:
- Have implemented previous recommendations that now forms the foundation for future planning.
- Want help navigating recent changes in your life – financial or otherwise.
- Appreciate working collaboratively toward your next financial and life milestones.