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Fee-Only Financial Planning

See the big picture and stay on the right track to the success you want.

We believe financial planning is an ongoing process, not just a one-time event. Life changes and evolves, and we can act as your guides along the way to ensure you stay on the right path through it all.

How We Work with Clients

Although we call it “financial planning,” it’s really more about life planning: helping you find ways to leverage your wealth as a tool to fulfill your dreams. When we work together, we’ll identify where you are today, where you might like to go in the future -- and then it’s our job to pave the path to get you there.

Your financial plan includes action steps to take, suggestions on what to do to improve or optimize and aspect of your wealth, analysis of both opportunities you may want to take advantage of and risks to protect against, and more.

When we provide financial planning services to you, we:

Get to know you and your family and what’s important to you.

Identify and prioritize your long-term goals (which could focus on retirement, college, home-ownership or your business).

Design how you want your future to look, including your lifestyle, where you’ll live, and how much it will cost.

Help you make the best decisions that fit your current situation and long-term expectations.

Forecast the growth of your portfolio, making realistic assumptions about the risk you are willing to accept and the investment returns you should realistically expect.

Model different scenarios to show how different decisions—such as retiring a couple of years later or working part-time—can impact your nest egg.

Answer all questions you have about your finances or investments along the way, so you always understand the “why” behind our advice.

Invest in the Life You Want

We’re a fee-only financial planning firm, which means we don’t sell products, earn commissions from third-parties, or receive any kickbacks. You can rest assured knowing we’re never financially incentivized to do anything but put your best interests ahead of everything else.

Here’s how we can start together:

Financial Fitness Review

Together we will cover some of the core areas of financial planning, such as retirement planning, college planning, and investment review.

During our meeting we’ll review your financial life and develop a financial map and action plan with recommendations for you to implement in order to achieve your financial goals.

Financial Plan & Investment Review

We will dive deeper into your financial life with more research into your financial planning, retirement planning, college planning, and/or investment plan.

We'd have more time to discuss insurance and estate planning, employee benefits, and other important questions for your future.

Ongoing Planning & Support

A comprehensive financial plan addresses a wide range of areas in you financial life. We can add planning and investment advice on an ongoing basis under an annual retainer.

We also offer investment management, small business consulting, and ongoing financial planning and/or budgeting and saving support.

Pick your plan -- or chat through the options to understand what works best for you.